FAQ
The questions and problems most frequently encountered.
History
File
- How to make my products appear in chronological order in the proposal ?
- How to display the details of the packages in the proposal ?
- Is it possible to make a VAT-free proposal for a client who is exempt from VAT (European Commission)?
- How do I post a proposal with a free product?
- Why isn't the default proposal template the order of a proposal ?
- When should I select the appropriate proposal PDF template?
- Why don't clients receive the proposal attachments?
- Why don't I see all the T&C?
- How do I add new terms and conditions?
- Which T&Cs appear on the proposals?
- Is it possible to cancel a payment?
- Why does a file in Confirmed status remain in the files requiring action?
- How to decline a file in progress?
- How do I sort my current requests and track my files?
- How does a reservation request made by a client on a Backus space legally bind him/her?
- How can I classify a past reservation without generating a final invoice?
- How do I apply a discount?
- Can a client use a credit note to pay a installment on a file?
- How to send the proposal under the name of another entity?
- How to make a proposal when the room has a different rate depending on the day?
- When do the files under option appear in the "Expiring options" alert?
- Automatic option restart: how does it work?
- How do I add an end client to a file?
- Why aren't the room hire requests being sent correctly from the request form?
- How to translate a proposal?
- What are the specific features of Quick Add Products?
Function sheets
Meeting spaces calendar
Customers
- How do I make a commission appear?
- Is it possible to send a rpoposal to several email addresses?
- How to send the proposal in the client's language?
- Is it possible to add the client's postal address which is sometimes different from the billing address?
- How can the client know his password to connect to his Backyou user space?
- How to link a client to a company?
Invoice / Payment
- What is the procedure in the event of a client overpayment?
- What are the different payment solutions?
- How does the payment process work with STRIPE?
- How can I create two different invoices for the same file?
- How to modify the final invoice ?
- How to modify the billing address of a client ?
- Is it possible to validate a payment higher than the total amount of the file?
- How to identify payments that have been intermediated by Backyou Pay?
- How to add a personalized reference ?
- How to change the billing address on the proforma ?
- How to re send the proforma ?
- How do I search for a file with an invoice number?
- How to edit the information in the issuer section of the invoice?
- How to Manage Deposits and Down Payments in Backyou?
- How to manage automatic payment reminders?
Statistics
Set up
- Room groups: why set them up?
- Group of rooms : how to set them up ?
- Can we configure new product categories?
- How to add a customizable page to a proposal PDF template?
- How do I assign specific terms and conditions to a segment?
- I don't receive my IDs, why?
- How to set the English version of the products?
- How to add the Backyou request form to your website for proposal requests?
- How to Add a Tracking Service to the Backyou Request Form ?