Surcharges

Configuration > Billing > Surcharges Related Guides: Surcharges Field Type Description Name Free Text The name of the Surcharge, returned throughout the UI. Rate Money The flat fee that is added to invoices, for each Action that uses a Charge Type with Surcharges applied. See 'Surcharges' guide for more details. Linked Item Single Select Link […]

Recurring Billing Profiles

Configuration > Billing > Recurring Billing Profiles Related Guides: Recurring Billing Profiles Field Type Description View/Edit XLS Profiles for Recurring Invoice Lines Button This opens up a menu for creating and editing XLS Recurring Invoice Line import templates. These are used for importing and updating quantities on Recurring Invoices via XLS/CSV. Import Recurring Invoice Lines […]

Contract (Agreement) Types

Configuration > Billing > Contract Types Field Type Description Name Free Text Determines the name of the contract/agreement type. This is used for reporting purposes, to easily see how a contract/agreement is categorised. Typically agreement types will be named based on the services included in this agreement, actual services will not be linked, this is […]

Pre-Pay

Configuration > Billing > Pre-pay Related Guides:  Pre-Pay Pre-pay Balance checks have been removed from this list as they are under review. Field Type Description Perform global pre-pay balance checks Checkbox When enabled, customer's pre-pay balance will be checked  based on the values set below. A prepay balance threshold can be set either based on […]

Recurring Invoices

Configuration > Billing > Recurring Invoices Related Guides: Recurring Invoices General Settings Field Type Description Automatically create recurring invoices Checkbox When checked, once the schedule is met for the creation of invoices from a recurring invoice, the invoices will be automatically generated. When unchecked, you must manually create invoices from recurring invoices via the 'Ready […]

Billing General Settings

Configuration > Billing > General Settings CSV Templates Field Type Description Enable CSV Invoices Checkbox Allows invoices to be exported to CSV with columns that are defined in this area of configuration. Enabling this will display invoices within a modifiable date range to make it easier to trim down the list of invoices to export. […]