FAQ

Not if the invoice has already been sent to the client.

If, however, the invoice has not yet been sent, certain invoice details can be changed, including the address that will be displayed on the invoice. Refer to Accounting > Invoice Management > Date issued – View Invoice.

Invoices are generated by the charge service operation, which Billdozer runs automatically every hour.

1. Click Accounting > Invoice Management. All your invoices are displayed.
2. Filter for the required client by entering data in either the Date issued, Date due, Account, Client, Batch, Ref, or Info column and pressing Enter. A list of invoices is displayed that matches the entered filtering criteria.

   See How to Perform Common Tasks/Filtering Lists for more details if required.

3. View a specific invoice if required by clicking Select > View Invoice in the Actions column of the required invoice, or you can download a PDF of the required invoice by clicking Select > Download Pdf.

You can manage various email addresses from Billdozer:

• Branding email address: – this email address is displayed on your invoices and other Billdozer documentation. To change this mail address:
  1. Choose General Settings > Branding.
  2. Select the Merchant Information tab.
  3. Click Edit.
  4. Change the email address as required.
  5. Click Save.
• Login Email Address – this is the email address that was configured during initial Billdozer configuration and setup. To change this email address:
  1. Click the My Account hyperlink in the top right-hand corner of your Billdozer system.
  2. Select the My Details tab.
  3. Change the email address as required.
  4. Click Update.
• Client Notifications Email Address – this email address is used for all client notification for transactions such invoices, receipts, debit orders, etc. To change this mail address:
  1. Choose Messaging > Client Notifications.
  2. Select the General Settings tab.
  3. Change the email address as required.
  4. Click Save.

Important Note:
You can only recollect unpaid items if the payment error is a non-permanent error, such as insufficient funds or payment stopped by account holder. You can not recollect unpaid items if the payment error is a permanent error such as account closed, account does not exist, card expired, etc. For permanent errors, you must add new bank or card details and then try to send for payment again.

To recollect unpaid items due to a non-permanent error:

1. Find the unpaid invoice on the Invoice Management screen. See Accounting > Invoice Management.
2. Click Actions > Select – Add/Move to batch. If there is not a suitable batch, create one as described under Create Invoice Batch.
3. Send the batch for payment as described under Send for Payment.

You can refund all or part of an invoice payment as follows:

1. 1. Unallocate the receipt. See How to Fix receipting Errors for details.
   2. Create a credit note against the invoice. See How to Create a Credit Note for details.

At this stage, the account balance in Billdozer will be in credit and a bank refund will be performed. Once the bank refund has been completed, continue with step 3 below.

1. Create an adjustment and allocate it against an unallocated receipt. See How to Create a CR Adjustment for details.

Processing a refund – typical example