Invoices
- Which elements of an Invoice are customizable and which are fixed?
- Proof of payments (not invoices)
- Invoice numbering
- How to configure contribution split and Invoice companies for corporate fitness services
- QR Invoices Switzerland
- QR Invoice
Payment runs & chargebacks
- How to increase transparency in the allocation of bank statements in the system
- Creating and Customising Individual Instalment Plans
- Sepa-chargeback reasons / Sepa-mapping codes
- Add Special Direct Debit Mandate Format for Swiss Customers
- New logic for processing bank transactions via a clearing account
- How can I create and submit a payment run using SEPA XML file?
Dunning & Debt collection
- Validation for Dunning configuration
- Working with your Debt Collection Partner via Manual Debt Collection Process
- Overview about settings for debt collection partners in Magicline
- Add another dunning level to your dunning configuration
- Enable sending dunning communication via multiple channels in parallel
- Case closure reasons from Debt Collection partners
Tax advisor portal
- Export my accounting from Magicline
- How to create an export for payments using the filter for Finion Pay payments only
- How to regenerate accounting data retrospectively based on a closed booking period
- Display of credit notes and their postings in the booking report
- Tax Consultant Portal - Why is VAT Shown as 0% in some cases?
- Information about deferred income
Analytics & KPI
- Contract changes and their impact on new members and cancellations in analytics
- Analytics / Sales – Revenue
- How to calculate fluctuation rate
- Analytics Dashboard
- Analytics / Finance - Turnover
- Analytics - finances - sales development and forecast