Invoice Settings

Invoice Settings

Introduction

Within the system, fees for various scenarios at the Admin level can be configured. 
There are two main types of fees available:
  1. Flat Fees: This represents a fixed, predetermined fee.
  2. Fees Based on Job Complexity: This refers to fees based on the complexity of the job and can be categorized as follows:
    1. Simple
    2. Moderate
    3. Complex

Practices are provided with the editable fields in front of each fee type to enter the below:

  1. Amount: To enter the decided fee. 
  2. Invoice Description: This field allows to specify a description that will be displayed on the invoice when the job is posted to Xero or generated.

Fees entered on this page will be available in Manage Invoice, to select the Fee Type for an accounting firm. The selected fee type will then be automatically included in the invoice while posting it to Xero or generating it for further processing.


Invoice Settings

To set up and customise invoice settings, follow these steps: 
Step 1: Click on My Practice > Invoice Settings > Invoice Settings. 

my-practice-invoice-settings

Step 2: Add Amount and Description for Flat Fees & Job Complexity Fees. Now add other details like Invoice Address Preferences, Invoice Due Dates, and Payment Notes. 
Step 3: Save the details once completed.

add-details-and-save

Managing Add Ons

To add or edit additional charges for services (Add Ons), follow these steps:
Step 1: Click on My Practice > Invoice Settings > Add Ons. 

my-practice-invoice-settings-add-ons

Step 2: To add a new add-on, click on Create Add-on and provide the Name, Description, and Amount. 

create-add-on

Step 3: To edit an existing add-on, click on the Edit icon and modify the details.

edit

Step 4: To delete an existing Add On, click on the Delete icon.
​
delete


To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.


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