Click Accounting > Client Statement to open the Client Enquiry screen. . Note: Filter the list on the required column heading to obtain a more streamlined list (see Common Tasks/Filtering Lists for more details). Search for the required client, and click Select > Email/Download Statement in the Actions column to […]
About the Dashboard
Whenever you log in to Billdozer, by default you will land on the Dashboard screen. The Dashboard provides a high-level overview of selected main events/transactions that have been performed on your Billdozer system. Δ. Note: The appearance of the Dashboard may differ slightly from client to client depending on specific […]
About Charge Anniversary Report
The Charge Anniversary reports shows charges/recurring invoices. The Select Anniversary Month radio buttons (January to December), allow you to filter by the month in which the charge started. . Choosing a specific month filters the list, and shows only charges that have an annual anniversary in that month. This report […]
About Line Items
Line items (item codes and item descriptions) are entered on invoices when creating an invoice for a client. Line items can be used for reporting purposes. For example, you could determine which items are generating the most income and at what time of the month. See How to Create an […]
About Contact Persons
This option lists the contacts of all clients configured in your Billdozer system. It is typically used to quickly locate a specific client’s contact details. Δ. To help locate a specific contact person, you can filter the displayed contact persons by Account Number, Client Name, Contact Name, Reference Number, or […]
About Client Addresses
This option lists the addresses of all clients configured in your Billdozer system. It is typically used to quickly locate a specific client’s address details. Δ. To help locate a specific client address, you can filter the displayed client addresses by Account Number, Name, Category 1, Category 2, City, Zip/Post […]
About View Notes
This screen allows you to view all notes that were created for any of your clients. . Notes are created from one of the following: the Additional Comments field when creating an invoice. the Follow-up field when adding a quick note. . You can specify the type of notes to […]
About Item Codes
You can create a comprehensive list of item codes for each line item used by your company. This will facilitate a quicker and easier method of adding line items to an invoice or repeating invoice. . Created item codes are displayed under the following headings: Actions – Click the drop-down […]
About Accounting System
This option allows you to integrate your existing accounting system with Billdozer. Δ. Currently Billdozer supports the following accounting systems: Δ. Pastel – Sage One – Xero – Billdozer integrates with your existing Xero accounting system, by pulling selected information, such as client details, invoices and associated line items, into […]
Default Timezone Setting
This option allows you to configure a default timezone for your Billdozer system. . From the drop-down list, choose the default timezone that you want to configure for your Billdozer system. Default = Africa/Johannesburg. Click Save when complete.
