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Trados Business Manager > Wiki

Invoices and payments
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  • Wiki
  • +Licensing & Installation
  • -TBM 6
    • +Release Notes
    • +Basic Information
    • Quick Start
    • +Database engine
    • +Software configuration
    • +List views and data entry forms: usage and customization
    • Dashboards
    • +Reference data
    • -Documents
      • +Quotes
      • +Translation jobs
      • +Translation projects
      • -Invoices and payments
        • Invoicing rules
        • Invoice creation and invoice editing form
        • Credit notes and cancelling invoices
        • Quick filter in the list of invoices
        • +Invoice printing
        • Invoice forms localization
        • Making changes in invoices
        • Batch invoicing
        • Sending a message to a client
        • +Payments over invoices
        • Indirect invoices
        • Swiss QR invoices
      • +Translation assignments and outsourcing
      • +Incoming invoices
      • Payments outgoing
      • Credit notes
      • Expenses
      • Income
      • Quotes from vendors
    • +Security system
    • +Service functions
    • +Data export and import
    • +Reports and analytics
    • +Invoice templates and custom reports
    • API
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  • +Trados Business Manager plugin
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  • TBM 5 documentation
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Invoices and payments

Invoicing is one of the main tasks which SDL BaccS allows to solve.

Here is the list of goals, which need a solution to handle this task:

  • Set invoice rules, which include customer requirements for issuing invoices, standard terms, etc.
  • Provide capabilities to create invoices on a base of uninvoiced completed jobs.
  • Print invoice or send it to the customer
  • Control payments against invoices
  • See unpaid overdue invoices and take corresponding measures
  • Archive paid invoices and mark corresponding translation projects as paid too

Nested articles of this section describe all these tasks in detail.

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