This option allows you to define automated invoicing rules used for contract management clients. Δ. Click Edit on the Billing Rules screen and choose the Invoicing tab to edit your default invoicing rules, e.g. the number of days in advance to generate invoices. Enter the number of days in the […]
About Billing Rules
This option allows you to create a set of billing rules to define your policy and prioritization requirements for payment collections. The configured rules apply to all clients. . Choose General Settings > Billing Rules to open the Billing Rules screen. Click Edit to configure billing rules for your contract […]
How to Add an Image
You can add new images to your Billdozer system in order to create a personalized brand for your Invoices, Statements, Receipts and so on. . Choose General Settings > Branding > Logos and Images. Click Add Image to open the Add an image screen. Enter the an image description in […]
About Logos and Images
This option allows you to upload logos and images for use in your Billdozer system. These can be used to brand your user documents such as invoices, receipts, statements, and so on by adding personalized logos/images to your documents. . View and Edit Image . By default, choosing General Settings […]
How to Add a Template
You can add new templates to your Billdozer system in order to create a personalized brand for your invoices, statements, receipts and so on. This can be done by copying an existing template, renaming it and then editing it to your requirements. . Caution: To edit and create templates, you […]
About Templates
Billdozer comes with the following default templates: . Standard Invoice 1 Email Invoice Template Standard Receipt Layout . The above templates provide a standard look and feel for your client documents such as invoices, statements and receipts. . The default Email Invoice Template provides the recipient with an option to […]
How to Add a Bank Account
Click Add Bank Account and enter the bank details as follows: Description – Bank account description. Bank name – The name of the bank, ABSA, Capitec, and so on. Account name – The name of the account. Account number – The account number. Branch name – The branch name. Branch […]
About Bank Accounts
This option allows you to create or edit your merchant bank accounts, which appear on client documents such as invoices and receipts. . The bank accounts created here, are displayed in the Bank account field or drop-down list on the Receipts screen. If you use more than one bank account […]
About Merchant Information
This screen allows you to view and edit the Merchant information you entered when you registered for Billdozer. This information is displayed on your invoices and other Billdozer documentation. . Click Edit and update the merchant information. Fields that can be edited include: Company name Phone Email VAT/Sales tax number […]
About Branding
This screen allows you to manage your merchant details, including merchant branding (for templates as well as logos and images). Branding allows you to brand your document templates. Each template can be saved with its own name and description. . Note: Any logos and images that are going to be […]