Payments
- Maturities/service period and direct debits
- Add Special Direct Debit Mandate Format for Swiss Customers
- Adjusting the information displayed for the SEPA mandate
- Automatic import of bank transactions
- BankConnect and PSD2
- Cancelling a payment run
Tax Consultant
- Accounting configuration: create, share and activate for several studios
- Cash flow section: what it shows and how it is organized
- Deferred income (PRAP): calculation and export
- Differences in cash flow between the cash register closure and the export from the Tax consultant portal
- Display of credit notes and their postings in the booking report
- Exporting your accounting data
Refunds & Chargebacks
Debt Collection
- Case closure reasons from Debt Collection partners
- Collection run
- Collection transfer at the member
- Guidelines for handling debt collection XML-files
- Handling remaining claims after a rejection or reversal by your debt collection partner
- Manual debt collection export and import
Dunning
- Add another dunning level to your dunning configuration
- Checklist: Member not appearing in the dunning run
- Collection and transmission settings
- Configuration of dunning rules
- Configuration of the dunning process
- Configuration of the dunning run planning
Credits & Contributions
- Behavior of credits on member account during contract cancellation or contract change
- Compensation options
- Create and manage installment plans
- Creating and Customising Individual Instalment Plans
- How to create compensations
- Pay consumption credit via reversible payment methods
Invoice Configuration
- Invoice numbering
- Proof of payments (not invoices)
- QR Invoice
- QR Invoices Switzerland
- Setting up and activating invoice configuration
- Setting up Invoice Compliance (E-Invoicing) for Spain
Accounting & Accounts
- Accounting and booking rules configuration: setup, editing and change tracking
- Changing the due date of a receivable and why a manual reduction blocks it
- Cross facility sales within one tenant
- How to create and use booking codes for products, rates, modules and flat fees to manage your accounting
- How to manage compensations
- New logic for processing bank transactions via a clearing account