Quote, Billing & Trust
Bill Numbering
Set Prefix
Running Number
Bill Due Date
This will set the default Due Dates on bill. You can always override these terms when you create bill.
Default due date
day(s) after the bill date.
Tax
Tax at Hourly rate
Tax at Flat rate
Tax at Reimbursement
Tax at Disbursement
or Cancel
Customize columns in the PDF bill
Type
Date
User
Quantity
Price per Unit
or Cancel
Default behaviour
Schedule
Send a reminder days after a bill is issued.
Repeat every days until the outstanding balance is paid.
or Cancel
Trust Numbering
Set Prefix
Running Number
Trust Due Date
This will set the default Due Dates on trust request. You can always override these terms when you create bill.
Default due date
day(s) after the bill date.
or Cancel
Customize columns in the PDF bill
Type
Date
User
Quantity
Price per Unit
or Cancel
Default behaviour
Schedule
Send a reminder days after a bill is issued.
Repeat every days until the outstanding balance is paid.
or Cancel
You can create payment profiles with custom payment terms. These can be assigned when creating or editing a contact. New and existing contacts will use the "Default" payment profile by default.
Default
30 day grace period. No discount. No interest.