Once your invoice template has been configured there are a number of fields in Abtrac > System Management that you may need to update.
Your Company Fields (issuing the invoice)
Can be entered from System Management > Business Details; and from System Management > Business Details > Office Specific Settings* for Website and Email addresses.
*Please leave the tax and terms fields in this office screen blank. These fields are a duplicate of data from the Invoice Settings screen. The invoice name in this Office Settings screen is hardcoded to link to the invoice template we have customised for your office, so please leave this as we have set it for you. If you are not sure then check with the Abtrac Support team.
Your Tax and Terms Fields
Are set from System Management > Invoice Settings. Your starting invoice number is also set from this screen.
Other Invoice Fields
There are also Client and Job Fields that are unique to each person receiving the invoice.
The Name on Invoice, Recipient and Role, and Address are defined and copied through to the invoice from one of two places.
· Clients, Jobs and Contacts > Invoice Defaults. This is the default address for all jobs invoiced for the client.
· Clients, Jobs and Contacts> Job Billing Details.
This option allows you to have a billing address that is unique for a particular job belonging to a client.
The Job billing details screen is also where you can set other references: Client Job Number, Order Number, Progress Claim Numbers.
These fields can be set from Clients Jobs and Contacts, or whilst you are creating an invoice from Enter/Edit Invoice Details.
Abtrac KB# 2007