The main advantage of our Deadlines function is that it allows you to project invoices in progress, i.e. invoices that have been issued but not yet paid, in your cash flow forecast. Integrating invoices that have already been paid will therefore have no impact on your Fygr dashboard.
We therefore recommend that you only include invoices that have been committed but not yet paid in your Due dates tab. To do this:
Go to the Deadlines tab:
Click on "Add an invoice":
Select "Add invoices manually", then click on "Validate":
Fill in the invoice details:
Assign it to a category:
NB: assigning an invoice to a category will enable you to project the amount of this invoice (at its Expected Payment Date) in this category within your forecast.
PS: for a full video demonstration of how to create an invoice 👇
N.B.: the "Invoices" tab is now called "Due dates".
If you want to import your invoices directly from a CSV/Excel file, this page will take you through the various steps involved.