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Knowledge Base

  • Introducing Billdozer 4 Articles

    An introduction to Billdozer.

    • About Billdozer
    • About Online Help
    • Describing the User Interface Controls
    • How to Perform Common Tasks
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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
    • About Charge Management
    • About Client Addresses
    • About Client Collections
    • About Client Telephones
    • About Clients Tab
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  • Accounting Tab 23 Articles

    Allows you to manage all your client accounts and client transactions.

    • Invoice Management 3 Articles
      • About Invoice Management
      • How to Create a Receipt
      • How to Create an Invoice
    • Receipt Management 3 Articles
      • About Receipt Management
      • How to Create a Receipt
      • How to Fix Receipting Errors
    • Credit Note Management 2 Articles
      • About Credit Note Management
      • How to Create a Credit Note
    • Adjustment Management 3 Articles
      • About Adjustment Management
      • How to Create a CR Adjustment
      • How to Create a DR Adjustment
    • Allocations Report 1 Article
      • How to Process Refunds
    • Client Enquiry 1 Article
      • Generate Client Statements
    • Repeating Invoices 3 Articles
      • About Repeating Invoices
      • Charge Service Operation
      • How to Create a Repeating Invoice
    • Sales Consultants 2 Articles
      • About Sales Consultants
      • How to Create a Sales Consultant
    • Bank Statements 1 Article
      • About Bank Statements
    • About Accounting Tab
    • About Allocations Report
    • About Client Statements
    • About Debit Note Management
    • About Repeating Line Items
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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
    • About Batch Collections Tab
    • About Payment Provider Statements
    • About Ready for Collection
    • About Waiting for Collection
    • How to Create a New Invoice Batch
    View all
  • Arrears Management Tab 9 Articles

    • About Arrears Management Tab
    • About Clawback
    • About Client Age Analyis
    • About Client Age Records
    • About Client Statements
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  • Reports/Export Tab 15 Articles

    Provides a dedicated reporting feature.

    • About API Audit
    • About Card Expiry Report
    • About Charge Anniversary Report
    • About Collection By Client Report
    • About Collection Summary Report
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  • Messaging Tab 4 Articles

    • About Messaging Tab
    • Client Notifications
    • Configuring Event Notification
    • Managing Failed Emails
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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
      • About Billing Rules
      • Access Control Setup
      • Accounting Rules Setup
      • Client Management Rules Setup
      • Contract Management Rules Setup
    • 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
    • About Accounting System
    • About Card Prefix Validation
    • About Clickatell
    • About General Settings Tab
    • About Item Codes
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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
    • About Client Zone Tab
    • About Configuration
    • About Package Management
    View all

Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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