Learn how Stripe processing fees affect online invoice payments in Abtrac, including what amounts to expect after fees are deducted. This article covers typical charges and explains the optional setting to oncharge these fees directly to your clients.
Use Abtrac’s Proposal and Job Follow-Ups feature to stay on top of outstanding proposals. Learn how to set follow-up dates, track client responses, and send internal email reminders to staff for following up on quotes — all aimed at improving your proposal-to-project conversion rate.
Learn how to add and manage additional fees for projects on client invoices in Abtrac—whether fixed, percentage-based, or recurring. This guide covers setup, editing, and linking fees to disbursements. Apply monthly costs to invoices automatically with additional fees.
Job People (also known as Project People) in Abtrac define the individuals associated with a job, including employees, clients, and external contacts. This feature helps manage permissions, ensuring only authorised personnel can log time, request approvals, and oversee project progress. The article explains how to add and manage Job People, their roles in timesheet sign-offs, and how they interact with project workflows
Manage invoice preparation with internal Billing Comments and WIP Admin Comments. Job Billing Comments, stored in the Job Billing Details screen, copy into invoices. Invoice Billing comments can be edited for each specific invoice. WIP Admin Comments, found in both Job Billing Details and Manage WIP screens, support multiple entries with author tags for clear communication between project and invoice managers.
There can be minor discrepancies—often just a few cents—that can arise between invoices generated in Abtrac and those uploaded to Xero. This is due to how amounts are rounded and tax is calculated in both systems. You can review and adjust your invoices uploaded to Xero to ensure your invoice amounts are consistent.
There can be minor discrepancies—often just a few cents—that can arise between invoices generated in Abtrac and those uploaded to Xero. This is due to how amounts are rounded and tax is calculated in both systems. You can review and adjust your invoices uploaded to Xero to ensure your invoice amounts are consistent.
Setting up administration jobs and template jobs in Abtrac helps streamline non-billable work and recurring projects. Administration jobs track internal tasks like leave, training, and meetings, while template jobs provide pre-filled job details for commonly repeated work. By using templates, businesses can quickly clone and assign jobs with consistent billing and budget settings, reducing setup time and improving workflow efficiency. This guide explains how to create, manage, and apply these job types effectively.
How to send invoices for card payments online with the Abtrac/Stripe payments link. With Stripe you can include an option for recipients to pay your Abtrac invoices online.
Setting up online invoice payments with Stripe in Abtrac. It covers how to configure Stripe settings, generate payment links, and integrate these options into your invoice and email templates.