Configure Invoicing in an Entity

Enable Invoicing in an Entity

You can manage the specific invoicing settings for each entity in your portal in Config > Company Management > select the entity > Invoicing.

The default entity in your portal will have invoicing enabled automatically and this cannot be disabled. Additional entities can be enabled and disabled as required. Only entities with invoicing enabled in Company Management can generate invoices.

To enable the invoicing module in an entity, tick the ‘Enable Entity Invoicing’ checkbox.

Invoicing Settings in an Entity

When invoicing is enabled, you will need to configure the following:

Billing Address	The physical address and invoicing phone number for the entity.
Email 'From' Name	An optional field to show the name of who invoice notifications are 'from'
Email 'Reply-To' Address	The email address that you want replies to come to. If left blank, the email in the Entity Details tab will be used
Invoice Payment Terms	The default payment terms for the entity
Default Term Length	The default time before the invoice is due. If you set payment terms at a Customer level, they will override the settings you choose here
Sales Invoice Description Text	The description that appears on a sales invoice. If you enter description text here, this will override what you have entered in Config > System Setup
Perm Placement Invoice Description Text	The description that appears on a permanent invoice (generated through an integration with a front end RMS) If you enter description text here, this will override what you have entered in Config > System Setup
Invoice Balance Write Off Prefix	The prefix that appears on a write-off invoice before the invoice number
Auto Invoice Balance Write Off Settings	The Amount is a value that can be set so that when an invoice totals less than the value, it will be automatically written off You can request confirmation before any invoices are written off by ticking the ‘Require Confirm’ checkbox
Direct Debits	The default settings for whether customers have the option to direct debit enabled or disabled, the bank account to be used and the direct debit due date. Available for Australian entities only, and only if direct debit functionality is enabled
Account Codes	The account codes that payments should be recorded against. These codes are only required for specific GL integrations.
Invoice Numbering	The defaults for the numbering that appears on invoices created for the entity. Considers the invoicing system being used, client-specific or static codes, increments and the number of fixed digits you require.
Consolidation & Layout	The way that invoice items will display on an invoice or purchase. Set to 'Service' unless using MYOB Desktop.
Tax	Whether GST is applicable by default on invoices or does not apply. In portals with multiple regions enabled, you will need to ensure that the correct GST code has been selected for your region: GST for Australia GST (NZ) for New Zealand
Timesheets	The default item type and GL account code for timesheet line items included on an invoice
Expenses	The default item type and GL account code for expense line items included on an invoice

Some of these settings can be overridden in the Customer profile if required.