Knowledge Base

Introducing Billdozer 4 Articles

An introduction to Billdozer.
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Dashboard Tab 2 Articles

An overview of your Billdozer System.
- About the Dashboard
- How to Validate a Bank Account or Credit Card
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Clients Tab 17 Articles

Client Management, create new clients
- Client Management 2 Articles
  - About Client Management
  - How to Create a New Client
- Contract Management 2 Articles
  - About Contract Management
  - Calculate Contract Value
- Payment Methods 1 Article
  - About Payment Methods
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Accounting Tab 23 Articles

Allows you to manage all your client accounts and client transactions.
- Invoice Management 3 Articles
- Receipt Management 3 Articles
- Credit Note Management 2 Articles
  - About Credit Note Management
  - How to Create a Credit Note
- Adjustment Management 3 Articles
- Allocations Report 1 Article
  - How to Process Refunds
- Client Enquiry 1 Article
  - Generate Client Statements
- Repeating Invoices 3 Articles
- Sales Consultants 2 Articles
  - About Sales Consultants
  - How to Create a Sales Consultant
- Bank Statements 1 Article
  - About Bank Statements
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Batch Collections Tab 7 Articles

Allows you to manage your invoices batches, i.e. those that are ready for collection, waiting for collection, and already collected.
- Ready for Collection 1 Article
  - How to Send an Invoice Batch for Payment
- Waiting for Collection 0 Articles
- Collected 1 Article
  - About Collected
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Arrears Management Tab 9 Articles
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Reports/Export Tab 15 Articles

Provides a dedicated reporting feature.
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Messaging Tab 4 Articles
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Import Tab 6 Articles
- Bank Statement Import 2 Articles
  - About Bank Statement Import
  - How to Import a Bank Statement
- Client Data Import 2 Articles
  - About Client Data Import
  - How to Import Client Data
- About Import Tab
- Upload Templates
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General Settings Tab 33 Articles
- Staff Management 2 Articles
  - About Staff Management
  - How to Create a User
- Billing Rules 8 Articles
- Branding 6 Articles
  - Logos and Images 2 Articles
    - About Logos and Images
    - How to Add an Image
  - Templates 2 Articles
    - About Templates
    - How to Add a Template
  - About Branding
  - About Merchant Information
- Tax 2 Articles
  - About Tax
  - Add a Tax Rate
- Bank Accounts 2 Articles
  - About Bank Accounts
  - How to Add a Bank Account
- Item Codes 2 Articles
  - About Item Codes
  - How to Create an Item
- Payment Gateways 2 Articles
  - About Payment Gateways
  - How to Add a Payment Provider
- Accounting System 1 Article
  - How to Integrate Xero with Billdozer
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Client Zone Tab 4 Articles

This tab allows you to manage all users that can pay their invoices online via electronic bill presentment and payment.
- Subscription Management 0 Articles
- Packages 1 Article
  - How to Create a New Package
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