All Collections
Financials
Comprehensive financial management from billing to contract subscriptions and payments.
Add all open pending orders to the monthly invoiceAdd all pending orders from ALL previous months to the monthly invoice (instead of only last month's orders.)
Orders in BillingAll the costs made by your tenants are collected into Orders. You can find these on the customer page or via Billing.
How to set an order to booked (not to invoice)Set an order to booked without making an invoice
How to delete free orders (total price = 0)In case you prefer to take out orders with a price of 0, here's how you could.
How to create invoice for specific ordersYou can put one or multiple orders on a seperate invoice, from the orders list. Here's how to select the orders and create the invoice.
How to create a recurring orderCosts that needs to to billed every month can now be added via recurring order. Here's how:
How to get an overview of all orders for a customerGet an overview of all orders for customer. In the overview you can check open orders or filter for invoiced orders.
How to edit an orderEdit a customer's order details, like price, amount, discount or order date
How to archive an orderArchive an order that was created by one of your customers.
How to create a credit note for an invoice that doesn't exist in ZapfloorNow you can make credit notes for historical invoices that are not in Zapfloor.
How to set up a seperate email address to send invoices fromYou can add a from email address per billing entity so you can send all invoices from there
Partial payment for invoices, what happens in zapfloorWhen your tracking payment status in Zapfloor, it is possible that a customer only pays part of an invoice. This is what it look like:
How to check which products and which journal codes are used on an invoiceWhen you use a product you can chance the name and price. You can look back on the original product's details using these tips.
How to send a Belgian Mercurius/Peppol invoiceGovernment and public organisations only want to receive invoices via Mercurius. Here's how to enable for your Belgian government customers
How to send invoices with custom email, recipient or attachmentSend, resend, and process and send invoices. You can choose other recipients while also customize the text and attachments of your invoices.
Payment status on credit notesA credit note as an unpaid invoice can be fixed by setting it to paid, we'll explain you how.
How to create a draft invoice?Create a draft of an invoice so it can be edited if need be and send at a later date
How to create a credit noteAn invoice that should be cancelled can be credited using a credit note. We'll show you how it's done.
How to copy invoice or draft invoiceIf you need to send an invoice that is similar to an invoice that you created before you can use Copy Invoice function in the invoice editor
How to add a payment to an invoiceYou can set an invoice to paid using these steps, to keep track of what is paid and which invoices are still open.
How to create custom invoiceCreate a custom invoice.
credit note revenue period allocation (reporting)
Change auto generated invoices translation keys
Vat code per invoice line
About PO-numbers in ZapfloorThe PO-number feature and when and where to add it.
Customer payment type invoice template
How to merge various draft invoices into one draft invoiceMerge two or more draft invoices into a single draft invoice
How to send draft invoices in bulk from ZapfloorSend all drafts or a selection of drafts from Billing > Draft invoices
How to set all draft articles in alphabetical order?You can now use the header on the draft articles page to order the list
How to send a draft invoice to an alternate email address?You can send your invoice to another email than the default. This will be another user within the customer that the invoice is for.
How to create an advance for an event invoiceLet your customer pay a part of an invoice earlier using an advance. You can create it from the meeting room booker or from a draft invoice.
How to send an invoice with a custom dateUse a custom date on your invoice and send it to your customer
How to Send multiple Draft Invoices?Everything you need to know about action points with regards to Draft Invoices
What if: You need to edit text on a draft invoice but you can'tActivate these permissions for your role, to be able to edit orders and draft invoices.
Subscriptions (new contracts module)
Manage contracts, subscriptions and membership using the Subscription module
How to delete an ended subscriptionTo maintain a tidy overview, follow these steps to remove ended subscriptions.
SEPA Mandates and payment tracking (Twikey integration)
We'll help you manage your SEPA mandates, transactions and payment tracking.
SEPA Direct Debit (Zapfloor - Twikey integration)Are you annoyed by bank transfers, matching of invoices and late payments from your residents? Use SEPA Direct Debit to your advance.
How to bill your clients using a SEPA mandateA SEPA mandate is the permission structure used to do automated payments. You can invite customers using zapfloor's Twikey integration.
How to check if an invoice will be paid with SEPAYour customer has a signed SEPA mandate. Here we show how you can see if the invoice will be paid via SEPA transaction.
How to match Transactions to InvoicesUse the Twikey integration to match transactions to invoices. Matched invoices are set to paid, so it's clear which invoices are still open.
Twikey integration: check on paymentsHow to see which payments were made using the Twikey integration in Zapfloor. Get an overview of all amounts separately via Billing.
I got an error on a SEPA Direct Debit payment, what's wrong?Sometimes a SEPA transaction is blocked. You'll get an email with error code, here's what they mean:
How to end a SEPA mandate for a customer? Pending or signed mandates.Mandates can be deleted from Zapfloor, when you no longer want to use SEPA transactions or when you want to send it with new company info.
How to end a SEPA mandate?When a customer leaves or if their bank account changes, you might want to end their mandate. Afterwards you can send out a new mandate.
Transaction matching with 1 bank account over different locations
How to use one mandate to bill customers across more than one location? (Exclusively from one bank account)Enable a mandate that can be used over different locations
Export mandates
Zapfloor's credit systemProvide free hours, coins or credits for your customers to use for their reservations. Create coupon codes to attract get new customers.
Credit system: How does it work?You can offer your tenants an amount of free resources to use for hotdesking or meeting room reservations.
Meetingroom specific creditsSpecify for which meetingroom the credits is valid for
How to give credits to your customers?Provide free hours, credits or coins for your customers to spend on meeting room or desk bookings
How to edit or monitor credit use per customerYou can review which credits are used when and edit your credit set up per customer in zapfloor's customer settings.
How to add credits to a standard contract?You can add a default amount of credits, free hours or coins to a standard contract in Settings.
How to start using credits as free resource for your customersOur credit system lets you assign free hours, coins or credits to you customers. We'll show you how to set up using credits below.
How to create a promo code for your iframesCreate a coupon or promocode so meetings or desks can be booked with a discount in the iframes on your website.