To do this, go to “Receivables / Payables > Data > Export” and select “Accounting". You can keep your contacts secure in exactly the same way. To do this, go to “Contacts > Data > Export > Contacts”.

You can select a new package here. The price difference will then be included directly in your monthly debits.

If you would like to change to a smaller package, you can do this at any time before the end of the month. To do this, go to “Billing” via the “Account” button and select the package. At the end of the current month, you will still be charged the old price. From the following month onwards, you will pay the price of the smaller package.

Standard export: in a standard export, all the document information is contained in one row per document.

Detail export: in a detail export, each position on the document has its own row, which means several rows per document.

Zip: in a Zip archive, all the document PDFs are contained in one folder.

Accounting: the “Accounting” export option links all the other options.

Standard export: in a standard export, there is one row per cost containing all information for the respective document.

Detail export: in a detail export, you have one row per cost category, which means several rows per cost.

Zip: in a Zip archive, you have all the document PDFs in one folder.

Accounting: the “Accounting” export option links all the other options.

Customers can be sorted into groups when exporting your contacts, which means that, for example, you can create participant lists quickly and easily for different courses.

If you select the “OR search” function, all contacts will be displayed which have been assigned to at least one of the selected groups.

If you would like to have all contacts displayed again, simply close the group filter.

Alternatively, you can go directly to “Contacts > Correspondence” and start a new letter via the “New” button. When selecting the contact, you can use the magnifying glass symbol to select several contacts and send the mailshot to several people – regardless of group membership.

In the letter draft which is now open, you can write your letter under “Texts”.

Placeholders are helpful. You can use placeholders to address the letter personally without having to edit each letter individually. However, you must first ensure that the information required by the placeholder is actually stored.

If you save the draft, you will receive a draft version of the invoice for each recipient. When sending the letter, you can select several invoices to download and print out in your office. On the other hand, you can also send the invoice by e-mail, e-bill or via pingen.com.

Alternatively, you can go directly to “Receivables > Documents > Invoices” and start a new letter by clicking “New”. When selecting the contact, you can use the magnifying glass symbol to select several contacts and send the series invoice to several people – regardless of group membership.

You can create the invoice as usual in the invoice draft that is now open.

If you save the draft, you will receive a draft version of the invoice for each recipient. When sending the letter, you can select several invoices to download and print out in your office. On the other hand, you can also send the invoice by e-mail, e-bill or via pingen.com.