5 years ago

5 years ago

Billing Documentation

1484

Billing Settings

General Settings
  • Tax Number (e.g. ABN) Text
    • Tax Number is displayed on each Invoice/Quote
  • Invoice LogoText (URL)
    • Paste the URL of an image to be included in the header of each Invoice
    • This image must be public and accessible on the internet at a static location
  • Company InfoWYSIWYG
    • Company Info is displayed at the beginning of the Invoice/Quote
  • Quote Terms and ConditionsWYSIWYG
    • Terms and Conditions will be appended to the Invoice/Quote
  • Billing Guest PortalYes/No
    • Allows Guest users to view Billing Quotes/Invoices
  • Invoice TemplateDropdown
    • Default
    • Cover Page
    • Timesheet
    • Timesheet (inc Tax only)
  • Eway EnabledYes/No
    • Enables online payment for Invoices through Eway
Bank Details
  • Display bank details on invoiceYes/No
  • Bank NameText
  • Bank Account NameText
  • Bank BSB NumberText
  • Bank Account NumberText
Billing Subscriptions
  • Daily Auto EnrolmentYes/No
  • Monthly Auto Invoice (on the first Monday of each month)Yes/No
  • Monthly Client Product Summary Email (on the last Monday of each month)Yes/No
Sales Tax

To add a tax group, click the Add button.

To edit a tax group, click the link in the Name column.

  • NameText
  • PercentageText / Percentage
  • External IDText
    • External ID for matching with XERO. Options are either
      OUTPUT (GST)
      EXEMPTOUTPUT (no tax)
      or
      Other uptions here
Invoices - Custom Fields

Adds Custom Fields to Invoices.

  • NameText
  • TypeDropdown
    • Text Input
      • A short Text Input box
    • Text Area
      • A large Text Area which allows multi line text content to be submitted
    • Drop Down
      • A drop down which allows users to select from a list of options
      • If adding a Drop Down, you must add Options before Adding the Custom Field
    • Date
      • A text field which has a calendar selection popup
    • Date & Time
      • A text field which has a calendar selection & time selection popup
  • EnabledYes/No
Quotes - Custom Fields

Adds Custom Fields to Quotes.

  • NameText
  • TypeDropdown
    • Text Input
      • A short Text Input box
    • Text Area
      • A large Text Area which allows multi line text content to be submitted
    • Drop Down
      • A drop down which allows users to select from a list of options
      • If adding a Drop Down, you must add Options before Adding the Custom Field
    • Date
      • A text field which has a calendar selection popup
    • Date & Time
      • A text field which has a calendar selection & time selection popup
  • EnabledYes/No
Products - Custom Fields

Adds Custom Fields to Products.

  • NameText
  • TypeDropdown
    • Text Input
      • A short Text Input box
    • Text Area
      • A large Text Area which allows multi line text content to be submitted
    • Drop Down
      • A drop down which allows users to select from a list of options
      • If adding a Drop Down, you must add Options before Adding the Custom Field
    • Date
      • A text field which has a calendar selection popup
    • Date & Time
      • A text field which has a calendar selection & time selection popup
  • EnabledYes/No