SBPay.me integration: Difference between revisions

Line 288:

:4. ''Recurring profiles'' - contains the information on memberships recurring profiles. You can easily view, prolong or cancel profiles on that page.

:5. ''Customers payment methods'' - allows you to view the list of saved payment methods of your clients, check the list of related payments and disable the profiles if necessary.

:6. ''Tax report'' - allows to ~~view~~ the ~~taxes related information.~~

:6. ''Tax report'' - allows to see a list of all your sales within each country (if your sales are in more than one country) and the tax amounts as well as total count of transactions

:7. ''VIES report'' - ~~displays how much~~ is ~~sold~~ to ~~another~~ EU ~~company~~.

:7. ''VIES report'' - The purpose of a VIES (VAT Information Exchange System) tax report is to ensure compliance with EU VAT regulations by enabling businesses to report and verify cross-border transactions within the European Union.This report is especially important for businesses engaged in B2B cross-border trade within the EU. This report shows you a list of your customers, including their contact details, their tax numbers, their residence and the amount of sales to each of them.

:8. ''OSS report'' - shows the ~~local~~ VAT ~~collected from your sales~~ in each EU country

:8. ''OSS report'' - The purpose of an OSS (One Stop Shop) tax report is to simplify VAT reporting for businesses that sell goods or services to customers in multiple EU countries. It allows businesses to manage their VAT obligations in one place, avoiding the need to register for VAT in every country where they sell. The OSS report is particularly useful for e-commerce businesses and service providers who sell to customers in multiple EU countries. This report shows you the total sales and taxed amount within each of the countries you sell to, the VAT tax rate in each of the countries as well as total transactions counts in each country.

:9. ''Customer report'' - ~~contains the information about~~ your clients ~~who have been making~~ payments ~~after~~ you ~~have enabled the integration~~ and the ~~related statistics~~.

:9. ''Customer report'' - shows you a table including name of each customer, their contact details, when t hey became your clients, count of succesful payments, number of error payments, when they made their last purchase and their last payment status (received, pending, error). The report also allows you to select a specific client and see all the concerning details.

:10. ''Accrual based revenue'' - is related to the revenue earned/recognized by a business for which the invoice is yet to be billed to the customer.

:11. ''Subscription Metrics'' - allows to track the trends of your recurring subscription customers. View graphs showing active customers, monthly sales trends, and a comparison of new customers versus those who have left.

:12. ''Snowball MRR Report'' - is a detailed table showing trends in your recurring revenue. Easily see the number of active customers, new sign-ups, cancellations, and the total active recurring customers at the end of each period.

==Create payment requests==

@@ Line 288: / Line 288: @@
 :4. ''Recurring profiles'' - contains the information on memberships recurring profiles. You can easily view, prolong or cancel profiles on that page.
 :5. ''Customers payment methods'' - allows you to view the list of saved payment methods of your clients, check the list of related payments and disable the profiles if necessary.
-:6. ''Tax report'' - allows to view the taxes related information.
+:6. ''Tax report'' - allows to see a list of all your sales within each country (if your sales are in more than one country) and the tax amounts as well as total count of transactions
-:7. ''VIES report'' - displays how much is sold to another EU company.
+:7. ''VIES report'' - The purpose of a VIES (VAT Information Exchange System) tax report is to ensure compliance with EU VAT regulations by enabling businesses to report and verify cross-border transactions within the European Union.This report is especially important for businesses engaged in B2B cross-border trade within the EU. This report shows you a list of your customers, including their contact details, their tax numbers, their residence and the amount of sales to each of them.
-:8. ''OSS report'' - shows the local VAT collected from your sales in each EU country
+:8. ''OSS report'' - The purpose of an OSS (One Stop Shop) tax report is to simplify VAT reporting for businesses that sell goods or services to customers in multiple EU countries. It allows businesses to manage their VAT obligations in one place, avoiding the need to register for VAT in every country where they sell. The OSS report is particularly useful for e-commerce businesses and service providers who sell to customers in multiple EU countries. This report shows you the total sales and taxed amount within each of the countries you sell to, the VAT tax rate in each of the countries as well as total transactions counts in each country.
-:9. ''Customer report'' - contains the information about your clients who have been making payments after you have enabled the integration and the related statistics.
+:9. ''Customer report'' - shows you a table including name of each customer, their contact details, when t hey became your clients, count of succesful payments, number of error payments, when they made their last purchase and their last payment status (received, pending, error). The report also allows you to select a specific client and see all the concerning details.
 :10. ''Accrual based revenue'' - is related to the revenue earned/recognized by a business for which the invoice is yet to be billed to the customer.
+:11. ''Subscription Metrics'' - allows to track the trends of your recurring subscription customers. View graphs showing active customers, monthly sales trends, and a comparison of new customers versus those who have left.
+:12. ''Snowball MRR Report'' - is a detailed table showing trends in your recurring revenue. Easily see the number of active customers, new sign-ups, cancellations, and the total active recurring customers at the end of each period.
 ==Create payment requests==