The Customer (or biller) is the company that will be invoiced for your employees’ services. The Customer profile is used to manage compliance, invoicing and purchases.
Create a Customer Profile
To add a new Customer:
Go to Users > Customers > New Customer.
Enter the Company Name and ABN in the Entity Details screen, as these fields are mandatory. The remaining fields in Entity Details and Billing Details are optional, so enter other information as required.
If the optional data isn’t entered when you first set up the Customer, you can click into the Customer profile settings later to add this.
Edit a Customer Profile
Other information can be entered in a Customer profile, depending on which modules have been enabled in your portal.
Some of the settings that you can enter in the Customer profile will override settings at the entity level.
To edit the settings for a Customer, go to Users > Customers > select the customer, then edit the relevant data. The tabs in the Customer profile include:
Contains billing information for each Customer, including:
|Compliance||Allows you to manage the compliance profile of the Customer and each workplace within that Customer|
Allows you to select specific projects to apply to a Customer
Visible only if the Project Management module is enabled
Includes settings for jobs with the Customer, such as:
|Customer Note||A log of notes entered by the System and Payroll Administrators in your portal relating to the Customer|
Enables you to import and export GL date by providing reference codes such as:
Allows you to create Customer approver groups by workplace and job
An approver group enables contractors to submit timesheets to any Approver within a set group
Used to define departments, branches or locations within a Customer
Workplace address also determines Payroll Tax and Workplace Insurance reporting in AU entities
Required if the Invoicing module is enabled
Specifies who invoices should go to
Allows setup of default and additional billing contacts
Allows setup of Accounts Receivable contact to receive Activity and Outstanding statements
Delete a Customer Profile
Customer profiles can be deleted if they haven’t been assigned to an employee or a job. To delete the Customer, go to Users > Customers > select the customer > Delete.
The option to Delete will not appear in the left navigation menu if a Customer profile is assigned to an employee or job.