Please ensure you update your company setting in order to manage proper invoicing as a result of improved functionality in the latest release


Defining these default settings will pre-populate them when the assignment is created. The settings can be changed in the assignment if required

 

  • Default service provider – can be set on:
    1. Assignment level
    2. Service area level
    3. Service/product level

 

  • Default markup % – can be set on:
    1. Assignment level
    2. Service area level
    3. Service/product level

 

Markup % have an override function that works bottom up. I.e., markup on Service level will override the markup on Service Group and Assignment level.

 

  • Unit of measure for services/products
    1. Volume
    2. Distance
    3. Time (hourly rate)
    4. Flat fee

 

Graphical user interface, text, application

Description automatically generated

 

The base unit (e.g., volume, distance) cannot be changed in the assignment, however you can change from cbm to cuft in the assignment


Company VAT no.

 

Select Company settings from Admin dashboard

 

Add your VAT no


and Save changes

 

Text for Credit card payments

 

Custom text to accompany payment links for credit card payment on the invoice.

This is explanatory text only – payment links are added on the invoice screen

 

Under company settings – add your custom text


Save changes

 

Add banking details

 

It is now possible to have multiple bank accounts specified for payment.

 

Go to the Bank Details section in your admin dashboard


And click on Add +


  1. Add a Name
  2. Select as default if you have more than 1 account – most used option
  3. Enter all the relevant bank information


Save

 

View if multiple accounts are available


Below find an overview of the new invoice structure