Do you sell in your own name and want to call up invoices or create payment reports?
Then here we show you how you can organize your accounting records with elopage.
Tip
If you would like to give your accounting team access to the accounting functions of your account, have a look at the support article >>Invite team members.
Overview
The records in detail
- Your customers' invoices
- Invoices for using elopage
- Overview of all payments
- Chargebacks (cancellations & chargebacks)
- Reports
- Disbursement slip with an overview of the disbursed transfers
Step-by-step guide
Your customers' invoices
The customer invoices we have created for you automatically (if you have enabled it) can be found under "Billing & Reports" and "Invoices."
If you have provided the right "Invoices" in a user role, the members of this user role have access to this menu item and can view and edit invoices.
Invoices for using elopage
You can find all invoices for using elopage that we have issued to you under "My plan."
If you have provided the right "My plan" in a user role, the members of this user role have access to this menu item and can view the invoices and details as well as provide the data for debiting the amounts.
Overview of all payments
You can find an overview of all payments, cancellations, including taxes and commissions for your publishers or partners under Payments and Transfers.
Chargebacks (cancellations & chargebacks)
You can find the invoices for cancellations or chargebacks under "Billing & Reports" and "Credit memos."
If you have provided the right "Credit memos" in a user role, the members of this user role have access to this menu item.
Reports
Under "Billing & Reports" and "Reports," you will find various reports or you can create and download your own reports such as:
- account statements with sales via PayPal or your elopage account and your cashouts
- tax reports for the MOSS procedure
- automatically issued purchase invoices.
If you have provided the right "Reports" in a user role, the members of this user role have access to this menu item and can view and edit invoices.
Disbursement slip with an overview of the disbursed transfers
For each cashout, go to "Payments" and "Transfers" to see the transfer with the corresponding amount. If you click on the "transfer" on the left, you will get to the details and you can download a receipt there.
You can find more in this article > Where can I find a receipt for the cashout to my bank account?