Glossary: Client Address

This page briefly explains all the fields available on the Client Address Page.

Every client can potentially have many addresses for site addresses, deliveries, invoicing etc. In Abtrac, these are managed in the Client Addresses screen.

You can search addresses from Clients, Contacts & Jobs >> Search People.

Most of the fields here should be self-explanatory but below are some further explanations.

Address Description: The Address description is a way to differentiate between addresses. Abtrac users typically put in things like “Normal Billing Address” or “North End Branch Address” if a client has more than one branch in town. Another example is the difference between the “Site Address” and the “Office Address”.

This field is handy when selecting address quickly for the Client Invoice Defaults, Job Billing Details, and Invoicing.

Current: This indicates whether the address is a place of interest no longer used.

Main Address: This indicates the address most frequently used by the client when there are multiple addresses.

Copy Delivery To Postal: The Copy Delivery to Postal option lets you enter the delivery address, then clicking Copy Delivery to Postal, copies it to the Postal Address, saving double entry.

Address lines 1-5 and Post Code: Since Abtrac is used globally, there are different formats of address terms, such as the states, provinces, city, town etc., for different countries.

We have allowed you to use whatever fields you like in your invoice, account rendered, receipt and other templates.

Abtrac KB# 2178

Glossary: Client Invoice Defaults

This page briefly explains all the fields available on the Client Invoice Defaults Page.

For more complicated fields, there will be links provided to supporting articles.

What are Client Invoice Defaults:

Invoice Defaults are used to populate the Client Details of an invoice when generating an invoice for this client.

Should you use Client Invoice Defaults or Job/Project Billing Details?

When there is one set of criteria for invoices, regardless of how many Jobs/Projects there are created for this Client, you can use the Client Invoice Defaults.

However, in most cases, Job Billing Details are used for this information as there are more options available. For people using only basic invoicing features, then Client Invoice Defaults is a good alternative.

What if I have entered information into both?

The rule of thumb is that if conflicting Job Billing Details are entered, the Job Billing Details will take precedence over the invoice defaults.

If there are no Job Billing Details, then Invoice Defaults will be used.

Invoice Alternate Name: Used if the invoice name is different from the client name

Invoice Recipient: This selection box will automatically populate all the recipient details if you have entered information in the Client People Screen.

Invoice Recipient Role: The role of the person who receives the invoice.

Invoice Recipient Email: Email address used for who will be sent the invoice. You can add multiple people by separating them with a semicolon (the same as Outlook or Gmail).

Client GST/ABN: The client’s own GST/ABN number if they require you to show it on the invoice.

Invoice Default Address: This selection box will automatically populate all the address details if you have entered information in the Client Address Screen.

Postal Line 1: Postal Address to show on the invoice.

Postal Line 2: Postal Address to show on the invoice.

Postal Line 3: Postal Address to show on the invoice.

Postal Line 4: Postal Address to show on the invoice.

Postal Line 5: Postal Address to show on the invoice.

Post Code: Postal Code to show on the invoice.

Client Tax Number: Enter/edit the tax number for the client here. It is also editable from Invoice And Other Office Settings or when creating an invoice.

Purchase Order Required: Indicates whether a purchase order is required when creating a Job/Project.

Default Purchase Order: The default purchase order when creating a Job.

Never Add GST: If ticked, the invoice won’t add GST unless you specifically change the option on the invoice.

Invoice Terms: This allows the terms to be specific to the client rather than the system default invoice terms.

Due Date Calculation: This allows the due date to be specific to the client rather than the invoice system settings’ default due date.

Day/s: This allows the day’s calculation to be specific to the client rather than the invoice system settings’ default invoice days calculation.

Abtrac KB# 2179


A pre-payment amount for a job can be entered in the ‘Job Billing Details’ page in Abtrac.

This could be an initial deposit or an advance paid for a job.

This feature could also be useful in the event of an overpayment by a regular client for a job – the overpaid amount could be transferred to their next job as paid pre-payment amount.

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Managing WIP – Unbilled Work Quick Summary

The Unbilled Work Quick Summary page shows all unbilled time and cost from all time up to a chosen date.

It’s used to quickly see where you are at on a job (project), and what you need to bill.

From this screen you can access further reports, or start invoicing and assigning time.

Unbilled Work Quick Summary – click to enlarge
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Subconsultant Reports By Job

The Subconsultant Reports By Job report option gives a selection of summaries of all subconsultant work for a selected job.

From one menu choice in the reports screen three types of reports can be produced – Subconsultant Fees and Costs by Job, Subconsultant Fees and Costs by Job Detail and the Subconsultant Invoice Supplement.

Subconsultants Fees and Costs by Job Report
Subconsultant Fees and Costs by Job Detail Report
Subconsultant Invoice Supplement Report
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Managing Invoice Line Groups

In Abtrac, you can easily manage the positioning and grouping of various invoice lines.

Go to Administration >> Settings >> Invoice Line Control Settings to edit your Invoice Line Control Settings. Here you can edit the invoice line types, enable grand total for progress claim invoice, enter a grant total footer narration, edit different control labels, etc.

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Assigning time from multiple jobs to one invoice

It is possible to assign multiple jobs/projects to an invoice where a client has multiple jobs/projects belonging to them.

You use this feature to write off time or to create a single invoice with multiple jobs.

  • Create a new invoice or load an invoice for a client that has multiple jobs/projects. Go to Invoices >> Load Invoices
  • One job will be selected to start with. This will be the ‘master job’ for the invoice.
  • You can select a subsequent job to assign to the invoice, using the combo box (shown below).
  • With that new job selected, create a new invoice line and assign any time to the new invoice line.
    • The line could be totally blank i.e. no narration and no amount assigned
    • Or the line can have amounts and narrations as per a standard invoice

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Splitting Invoices

Sometimes a job/project needs to be split and invoiced to multiple parties with the invoices containing the same invoice line details.

Within Abtrac, you will create the first invoice with the total amount and then split that invoice and amount between multiple parties.

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Simple reports to get started with invoicing

Getting started with your invoicing normally starts with a few reports to see who you are invoicing and for how much. This can then be checked with job (project) managers to confirm they are ready to invoice the clients and if they are happy with the amounts.

There are two basic reports that can get you going. Unbilled Work Quick Summary and Timesheet Entries.

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Managing Sub-consultants

You can use sub-consultants in Abtrac if you outsource work to third parties, and need to manage them over the duration of one or more projects.

They may submit invoices for you to authorise and pass on directly to your client for payment. Alternately they may submit invoices to you which you pay and then you invoice your client as if the sub-consultant is part of your team. At that stage you may also apply a margin to the sub-consultant invoice.

The essential feature is they are submitting their claims as a series of creditor invoices as they work through their contract requirements on projects for your clients. You need to know what they have already invoiced, what is this particular invoice for, and how does it fit within the contract agreements you have with them.

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Invoice Status

With AbtracOnline, you can assign a different status to an invoice, so your team knows where you are up to with its creation. Examples of these statuses can be Draft, Returned for Edits, Approved, Committed.

This is helpful when there is a team of people creating an invoice, but one final person signing off on the contents of the invoice.

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