This option allows you to configure the default currency to use for your Billdozer system. Choose the default currency from the drop-down list. Default = ZAR. Click Save when complete.
How to Add a Payment Provider
Important Note: Each payment provider generates their own unique security credentials. These credentials must be obtained from the relevant payment provider before trying to add the payment provider. Sage Pay, for example, generates and provides their clients with a unique set of web service tokens. These provide the client with […]
About Payment Gateways
Billdozer can integrate with various payment providers, for example SagePay, Paygate, Payfast and so on to facilitate quick and effective processing of online payments or batch payments. . This screen allows you to view and edit all payment providers that have been configured on your system. You can also add […]
Add a Tax Rate
To add a new tax rate: . Click Edit on the Tax screen. Click Add Tax Rate. The View and edit Tax Rates screen is displayed. Complete the fields, namely Description, Tax percentage, Accounting package code (typically a 2-digit code), Currency (choose from the drop-down list), and Default tax rate […]
About Tax
This option determines how your Billdozer system manages tax when you generate invoices or recurring invoices. . This screen allows you to view and edit tax rates configured in your Billdozer system. You can also add new tax rates. . View Tax Rate . By default, if you choose General […]
Payment Collection Rules Setup
This option allows you to configure your default payment collection rules when collecting money from clients. Δ. Click Edit on the Billing Rules screen and choose the Payment collection rules tab to edit your default payment collection rules. Edit the following rules or conditions: Rejected Payment Fee – Use the […]
Verification Rules Setup
This option allows you to configure the default action for verifying bank accounts. Δ. Click Edit on the Billing Rules screen and choose the Verification rules tab to edit the default verification rules. Choose the relevant radio button to specify the default action, namely: Yes – bank accounts will be […]
Accounting Rules Setup
This option allows you to configure your receipt allocation rules by configuring them as either balance forward (automatically allocate – oldest first) or open item (manually allocate). . Click Edit on the Billing Rules screen and choose the Accounting rules tab to edit the default receipt allocation rules. Choose the […]
Client Management Rules Setup
This option allows you to configure the maximum length allowed for your client account numbers. Δ. Click Edit on the Billing Rules screen and choose the Client management tab to edit your client management rules. Enter the maximum length allowed for your client account numbers in the Account number maximum […]
Contract Management Rules Setup
This option allows you to configure your contract management settings for your clients. Δ. Among other settings, you can choose either ‘single contract’ or ‘multiple contracts’ per client, which specifies the number of contracts permissible for each client. . Click Edit on the Billing Rules screen and choose the Contract […]
