BarterNext billing New member

Connect to Zoho Invoice and create the client #

• Login to the Zoho Invoice website and log in
• Enter the OTP code received by SMS or use Zono One Auth
  • If you are connecting from an authorized IP address (the office), OTP is normally not required.
• Choose "BarterNext.COM" if you have several entities that appear

• Create the customer using the same e-mail address as the one used on the contract. This is important because it links the GoCardLess direct debit mandate signed by the member during the last stage of registration.
  • If no direct debit has been set up, contact the member to activate it.

• Use the online form to complete all fields in Zoho Invoice

Create your first invoice #

If the balance recovery option is present on the contract #

Consult the exact balance based on BarterNext's written balance reports per affiliate (affiliate before 2022) or consult the deactivated balance in Cyclos if after 2022!

Invoice the balance as a quantity by selecting the product "Balance restoration", don't forget the correct VAT rate.

For the first invoice, select GoCardLess only

Then create the invoice and send it to the customer. The first standard invoice e-mail instructs the customer to pay via GoCardLess

Create a recurring invoice #

Create a recurring invoice with a start date 1 month after the invoice.

Activate VAT if necessary (except for intra-Community customers)