Sales invoices

• Sales invoices | General explanation

  General explanation of sales invoices: the overview screen, creating an invoice, numbering, the invoice detail, payments, sending and credit notes.Few readers

• Creating credit notes

  How to create a credit note from an invoice or from a blank credit note, what the two link fields do and how credit notes are numbered.Few readers

• Creating a pro forma invoice

  What a pro forma invoice is, how the 'automatic booking' setting on the journal controls it, and how booking it assigns a final invoice number.Few readers

• Adding a structured statement to your invoices

  How to switch the structured statement on in your invoice PDF template and let incoming Codabox or Ponto payments match the right invoice automatically.Few readers

• Sending a payment reminder to your customers

  Set up your statuses, reminder letter and email template once, then send a payment reminder in a few clicks, manually or automatically.Few readers

• Using and processing a foreign currency

  How foreign currencies work on sales and incoming invoices, what the accounting integrations support, and how to create a currency and its exchange rate.Few readers

• Invoicing a percentage to several parties

  Invoice part of your quotation to one party and the rest to another: automatically with an allocation key, or manually via invoicing instalments.Few readers

• Holding back an amount with a holdback

  How to activate holdbacks, create holdback templates and see the amount held back on the invoice, on the PDF and on the invoice and payment overview.Few readers

• Changing the type and company on your invoice

  Why the 'type' and 'company' fields are blocked once an invoice has a number, and how a PRO FORMA journal lets you change them.Few readers

• Sending your invoice to the accountant automatically after sending it to the customer

  Build an automation flow that sends a sales invoice to your accountant automatically as soon as you have sent it to the customer.Few readers

• Managing your invoice numbers in Robaws

  How the journal builds up your invoice numbers, how to put the numbering right again and how to adjust it at the start of a new financial year.Few readers

• Adding a financial discount to your invoice

  How to grant a discount to customers who pay quickly: setting it on the payment condition, what appears on the invoice and how Robaws settles it on payment.Few readers

• Adding a credit limit to your invoice

  How to add a credit limit to the invoice total that your customer may deduct on payment in time: setting it up, what appears on the invoice and processing the payment.Few readers

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Progress claims & advances

• Progress claims | General explanation

  How progress claims work in Robaws: creating one, adjusting the lines, the pdf, sending, invoicing and preparing the next progress claim.Few readers

• Progress claims | Settings

  A step-by-step walkthrough of the progress claim settings in Robaws: the overview, invoicing, extra fields, pdf, statuses, documents and email templates.Few readers

• Creating an advance invoice

  Create an advance invoice from the financial planning on a quotation, so the advances already charged are kept in a history and deducted from the final invoice.Few readers

• Price revision formulas on the progress claim

  Apply the price revision from your contract to a progress claim: manage formulas, assign them per line, adjust parameters and see the result on the PDF and the invoice.Few readers

• Creating an advance from a progress claim

  Two ways to charge an advance before your first real progress claim: adjust the % total on the progress claim, or draw up a separate advance invoice and deduct it.Few readers

• Dealing with absence on the progress claim

  Record delays on a progress claim via the Absence tab: manage absence types, enter absence in the calendar and request the absence statement as a PDF.Few readers

• Instalment invoices

  What instalment invoices are, how the simple and cumulative invoice strategies differ, and where you find the overview of previous instalment invoices.Few readers

• Cumulative display of advance invoices

  How the cumulative invoice strategy shows an overview of the previous instalment invoices on the invoice record and on the invoice PDF.Few readers

• Combining an advance invoice with progress claims

  How the simple, cumulative and ask invoice strategies determine whether your advance invoice is deducted from the first progress claim.Few readers

• Cumulative display of progress claim invoices

  How the simple, cumulative and ask invoice strategies determine whether the previous instalment invoices appear on a progress claim invoice.Few readers

• Why is my installment invoice locked?

  As soon as an instalment invoice is used in the overview of instalment invoices on another invoice or progress claim, it is locked so the invoice amount stays correct.Popular

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Incoming invoices

• Incoming invoices | General explanation

  General explanation of incoming invoices, covering the overview screen, sending invoices to Robaws, numbering, the invoice detail, payment and credit notes.Few readers

• How do I process an incoming invoice?

  How you process an incoming invoice in Robaws, from the invoice info, supplier info, document and items to sending it to the accountant as a UBL file.Few readers

• How does 3-way matching work?

  How 3-way matching links supply order, delivery and invoicing, which conditions apply and the three methods for matching invoice lines.Few readers

• What is the difference between fast and premium OCR?

  The two OCR types compared on cost price, accuracy, time to result and level of detail, and where you choose the type you want.Few readers

• What is a confidential incoming invoice?

  Mark sensitive incoming invoices as confidential so that only users with the right permissions see them, per supplier or per invoice.Some readers

• What is OCR recognition and how does it work?

  What OCR recognition does in the incoming invoices module, which conditions apply, the three ways to have an invoice read in, and the settings.Few readers

• How do I send my incoming invoices to Robaws via the RobawsBox?

  What a RobawsBox is, how you use it in combination with OCR or UBL, and which general and per-box settings you can configure.Few readers

• What is an invoice image?

  Why Robaws creates an invoice image for an incoming invoice without a PDF, when that happens and what you can do with it.Few readers

Peppol & UBL

• How does the Peppol integration work?

  How to register your company through the Robaws Access Point so that you can send sales invoices and receive incoming invoices via Peppol.Featured

• Creating an overview of all invoices that can be sent via Peppol

  Add a tab with an advanced filter to the invoices module so that you see at a glance which invoices you can still send via Peppol.Few readers

• Creating an overview with only the incoming invoices received via Peppol

  Create a tab in the incoming invoices with a filter on origin = Peppol and follow up only your e-invoices that way.Few readers

• Consulting the status of a sent Peppol invoice in the overview

  Add the 'Peppol status' column to the invoice overview and see at a glance whether your e-invoices have been sent, accepted or rejected.Few readers

• Connecting Peppol to Robaws or to your accounting software?

  Both Robaws and your accounting package can act as a Peppol access point. This is how you choose where you send sales invoices and where you receive incoming invoices.Few readers

• UBL/Peppol - sending the payment condition

  Link the Peppol PaymentMeansCode to the correct payment condition in Robaws so that the right payment method is sent to the customer.Few readers

• UBL/Peppol - creating customers and suppliers automatically

  Which settings make Robaws create a customer or supplier automatically from a UBL or Peppol invoice, and how Robaws checks whether one already exists.Few readers

• Ready for Peppol in 5 steps

  A short step-by-step plan to get your Robaws environment technically ready to send and receive invoices with Peppol.Few readers

• Self-billing via Peppol

  What self-billing is, which conditions apply, how you activate it in Robaws and how you recognise a self-billing invoice that comes in via Peppol.Few readers

• What is a UBL document?

  What a UBL document is, how Robaws makes every sales invoice available as a UBL, and how you send and process UBL invoices.Few readers

• Can I receive a notification or mail when I have received an incoming invoice via Peppol?

  Robaws does not send a message about a new Peppol incoming invoice by default. With an automation flow you arrange a mail or notification yourself.Few readers

• Can I have an invoice sent via Peppol automatically after I have sent it to the accountant?

  With an automation flow on the invoices module you have the invoice sent to the customer via Peppol automatically as soon as it goes to the accountant.Few readers

• Receiving an incoming invoice via Peppol

  How incoming invoices arrive in Robaws via Peppol, which VAT codes and unit types are supported, and what to do when an invoice, PDF or amount is missing.Few readers

• Sending a sales invoice via Peppol

  How to send a sales invoice via Peppol from the invoice itself or from the overview screen, which extra files you can add, and what the statuses and error messages mean.Few readers

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Payments & cash register

• Setting up the G-account

  Do you work with a G-account in the Netherlands? This is how you activate the G-account in Robaws and have the part of your invoice for the G-account calculated automatically.Few readers

• Cash register module

  How to activate the cash register module, create a cash register, register cash bookings and close the cash register for Exact Online.Few readers

• Payments

  The various ways to register a payment in Robaws: via an accounting package, via a banking platform, via a payment file or manually.Few readers

• Setting up your payment conditions

  How to create a payment condition with a payment term, financial discount or credit limit, and how to set it as the default per customer or supplier.Few readers

• Creating a payment file

  How to initiate a payment file for one or more incoming invoices, and which company and supplier details Robaws needs before you can export it.Few readers

Accounting & exporting

• Sending your incoming and sales invoices to the accountant

  The three ways to export your incoming and sales invoices from Robaws to your accounting software, and how to choose between them.Few readers

• Working with journals

  A journal assigns the numbering to your invoices and credit notes, per company. This is how you create and use journals in Robaws.Few readers

• Cost centres and cost bearers

  In Robaws, cost centres are projects and cost bearers are activities. This is how they are exported to your accounting software.Few readers

• Working with GL accounts

  How GL accounts let you book sales invoices and incoming invoices automatically, and how you set their availability per document type and company.Few readers

• Allocation keys

  An allocation key spreads the costs of an item or post across several customers, so that Robaws automatically creates a separate invoice per customer.Few readers

• Sending invoices to your accountant without an integration

  If your accounting software has no integration with Robaws, you can still export your invoices by UBL e-mail or by UBL download.Few readers

• How a payment in your accounting software reaches Robaws

  How the payment statuses from your accounting software are synchronised to Robaws, and what to do when a reconciliation does not come through.Few readers

• Linking VAT tariffs to VAT codes in your accounting software

  Link every VAT tariff in Robaws to the correct VAT code in your accounting software to prevent errors when invoices are exported.Few readers

• Accounting software without an integration: UBL by e-mail (e.g. Odoo)

  Do you work with online accounting software without a Robaws integration (e.g. Odoo, Admisol, Clearfacts)? Deliver your invoices as UBL by e-mail or Peppol.Few readers

• Accounting software without an integration: UBL download only (e.g. Expert M)

  Do you work with accounting software without a Robaws integration that is not online (e.g. Expert M, Adsolut)? Download your invoices as a UBL file and import them yourself.Few readers

• Linking your accounting software to Robaws

  An overview of the accounting software Robaws integrates with, what an integration does and what you can do without one.Few readers

• Working with VAT tariffs

  How Robaws determines the VAT tariff on a sales document, how VAT-included calculation works and which settings you can configure per VAT tariff.Some readers

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Subscriptions

• Subscriptions | General explanation

  What the subscriptions module does, how to create, stop and use a subscription, and how a maintenance subscription works.Few readers

• Subscriptions | Settings

  Set up the subscriptions module: recurring periods, overview, numbering, pdf, statuses, templates and e-mails.Few readers