Note: Before you can import client data you must first export the client data from an existing data source such as pastel or an Excel spreadsheet, into csv format. . Click Import > Client Data Import. The Imported Data Batches screen is displayed. Click Import. The Client Data Import screen […]
How to Fix Receipting Errors
If you make a mistake when issuing or allocating a receipt, Billdozer allows you to correct the error by unallocating the receipt and then either deleting or reallocating it. For example: Δ. When a receipt has been created against the wrong client, you need to unallocate the receipt and then […]
How to Import a Bank Statement
Note: Before you can import a bank statement into Billdozer, you first need to export it from your bank account to a csv format and save it on your computer’s hard drive. Δ. This option allows you to import bank statements into Billdozer. Existing bank statements are imported using csv […]
About Repeating Line Items
Repeating line items are the line items that are included on a repeating invoice. For example the line items or services that are charged for on a monthly basis. Δ. If you choose Accounting > Repeating Line Items, the Repeating Invoice Line Items screen is displayed. This screen displays all […]
About Bank Statements
Bank statements can be imported into Billdozer from any bank (see About Bank Statement Import). Δ. Billdozer analyses the imported bank statements and searches for account numbers contained inside the payment reference/description field on the bank statement. Billdozer then tries to identify which client made the payment by matching these […]
Access Control Setup
This option allows you to enable or disable access controls. The status of access control determines whether the Cancel, Suspend and Activate options are available in the Actions drop-down on the Contract Management screen (checked = available). Δ. Click Edit on the Billing Rules screen and choose the Access Control […]
About Bank Statement Import
Note: To use this feature, you need to first export a bank statement from your bank account to a csv format and save it to your computer’s hard drive. . You can import an existing bank statement (from any bank) into your Billdozer system. Billdozer analyses all successfully imported bank […]
How to Create an Item
Click General Settings > Item Codes. Click Create Item to open the Item Codes screen. Enter details in the following fields: Code – the item code. Description – the item description. Unit Amount – the cost of the item. Taxable – Indicates if tax is included in the item cost. […]
About Escalations
You can configure annual escalations to compensate for, among other things, annual inflation and service or technology cost increases. Δ. Billdozer allows you to configure one of two types of annual escalations, i.e. to fall on: Δ. a Specific Month – January to December the Charge Anniversary – same date […]
About Client Statements
This option allows you to automatically generate and send specific statements to clients. Δ. Select Show All or Unsent to filter the statements displayed on this screen. Δ. The date on which statements are generated and sent is determined by the settings configured under Messaging > Automated Email > Statement […]
