Invoicing
By Amanda and 1 other2 authors22 articles
- Member InvoicingCobot effortlessly generates and dispatches member invoices, streamlining what can otherwise be a time-consuming task.
- Multiple Tax Rates, Custom Tax Rates, and Multiple CurrenciesConfigure multiple tax rates, currencies, and custom tax rates in Cobot to better comply with local tax regulations.
- Accounting CodesTrack your revenue with accounting codes.
- Non-Member/Visitor InvoicingEffortlessly generate and dispatch invoices via Cobot to those not registered for a membership in your space using Free-Form Invoices.
- Prorated InvoicesSet a default invoice day so you can manage pro-rated invoicing.
- Sending Invoices to Multiple EmailsSend invoices to multiple email recipients in Cobot, ensuring relevant contacts receive billing information automatically.
- Invoicing Charges Before the Next Billing DateLearn how to generate invoices immediately or ahead of schedule for members with upcoming billing dates.
- Changing Invoicing/Renewal DatesIf you want to change the renewal or invoicing dates for your members, here's how.
- One-Time Charges and CreditsLearn how to add a one-time charge or credit to your members' accounts.
- Sending Invoices in Advance and Reminder EmailsThis guide will show you how to send your member invoice previews or a reminder email prior to being charged.
- Adding Retention Rates to InvoicesYou can set a retention rate under Setup » Invoice Settings.
- Creating Annual (Yearly) Membership FeesLearn how to create annual (yearly) Plans for your members in Cobot.
- Companies With Long-Term Leases and EmployeesCreate Plans longer than 1 month in duration, like annual plans or bi-annual plans.
- Payment RemindersSend payment reminders to inform your members about outstanding payments.
- Generating and Sending German E-InvoicesStay compliant with German e-invoicing requirements – generate and send E-invoices directly in Cobot.
- Correcting InvoicesUse correction invoices in Cobot to maintain accurate accounting and comply with local regulations.
- Connecting Cobot to QuickBooksEasily sync your Cobot invoices with QuickBooks Online to streamline your accounting and save time.
- VERIFACTU Compliance for Spanish SpacesDiscover how to activate VERI*FACTU for your space and set up automatic invoice submission to the Spanish Tax Agency (AEAT) with Cobot.
- QR Codes on InvoicesLearn how QR codes are added to Cobot invoices and what your space needs to enable them. (SWISS SPACES ONLY)
- KSeF: Setting up Polish E-Invoicing in CobotDiscover how to turn on KSeF-compliant e-invoicing in Cobot in order to automatically submit your invoices to Polish tax authorities.
- Activate French E-Invoicing in CobotFrance is introducing mandatory e-invoicing for B2B transactions. Here's what it means for your coworking space – and how Cobot keeps you compliant.
- How Pay Now Links Work on Cobot InvoicesLearn how semi-automated payments through Stripe and PayPal give members and visitors a way to pay any invoice, automatic or not.