In Abtrac, a percentage admin fee can be added onto an invoice. This can be added by editing the Additional Fee in the Invoice Management screen.
Continue readingCategory Archives: System Settings: Invoices
Progress Claim Numbers
Progress Claim Numbers can be automatically generated for each job (project) and invoice in Abtrac.
How emails are sent with AbtracOnLine
AbtracOnLine allows users to generate invoices and email them directly to their clients.
AbtracOnLine also lets you choose the method by which your emails are sent.
It is important to us that your invoice management and delivery with AbtracOnLine remains reliable, even as the global email environment changes. Mail Servers and email ISPs now have more rigid practices to try and shield their users from spam, and we have adapted Abtrac to ensure your mail isn’t incorrectly bounced or blocked.
Read on for details about :
- How invoices are emailed from Abtrac
- How to track whether your email has been successfully received, and
- What our plans are, for emailing invoices in the future
Five Quick Invoicing Tips
Based on support calls and emails from our customers, here are our most commonly asked invoicing queries and their solutions.
Invoice Numbers
How can I change an invoice number, and why can’t I change the invoice ID?
Invoice Narrations
Why not save time and save as default the comments you use most often?
Generate Based on Invoice
Another time saver is to clone or copy invoices you have sent previously
Accounts Upload
The two most common reasons why an invoice fails to upload
Statements
Why isn’t my invoice appearing on this statement?
Invoice Reference Fields
You can show as much, or as little information as you wish on your invoice.
For simplicity our template examples show all available fields.
Invoice Modification
The invoice layout, account rendered and statement can all be modified to suit your corporate image.
We will add your logo and modify the header, subtotal and footer of the Abtrac invoice to suit.
As part of your Abtrac invoice training we will show you how to style the main body of each individual invoice using features within Abtrac’s invoicing module.
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