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  1. Younium
  2. User Guides

User Guides

Training videos

  • Insights & Reporting Training
  • Measurement report
  • Insights: Setting up a comprehensive dashboard
  • Best practice for charges based on a unit of measure (usage & measurements)
  • User training: Invoicing
  • User training: Insights
See all 9 articles

Orders

  • Split order
  • Advanced order management features
  • Mass update update charges
  • Billing period on order
  • Create Order
  • Revert Order Version
See all 19 articles

Document Templating

  • Intro
  • Account
  • Order
  • OrderProduct
  • OrderProductCharge
  • OrderProductChargeDetails
See all 23 articles

Invoices

  • Create a Invoice while having an other invoice as a draft
  • QR-Bill for Switzerland
  • Balancing receivables when posting credit invoice
  • Invoice attachments
  • Invoice e-mail configuration
  • Invoice proposals
See all 12 articles

Insights

  • Multi legal entity Insights
  • Metrics Guide
  • Dashboards Guide

Payments

  • Register Payments
  • Register Payments - Single Invoice Payment
  • Write-Off Invoice Amount

Accounts

  • Account Statement report
  • Account Segments
  • Create Account

Products

  • Stock products
  • Product Structure
  • Create Product - Simple
  • Framework Product

Quotes

  • Create Quote

Periods

  • Re-Open Closed Period
  • Close Period

Usage

  • Preprocessing Rules
  • Add Usage Manually
  • Import Usage

Measurements

  • Measurements Guide

Bookings

  • Bookings Guide

Reports

  • Reports Guide

Settings

  • Schedule jobs
  • Tax Details
  • Financial Dimensions
  • Users and Roles
  • Payment Methods

Miscellaneous

  • Revenue Schedule
  • Configure Columns
  • Create Users
  • Revenue Recognition Rules
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