Invoicing Options

This is reached via the Client Financial window and allows you to specify the name of the person that an invoice is made out to. Other functions covered include:

Invoice Discount                Use Star Rating for Invoice        No Overdue Charge

No Discount                No Mileage                        No Tax

Use Dual Tax

If the client is not invoiced then check the Do Not Invoice box. Otherwise you can elect to have the invoice made out to a variety of people. Note that the default name is the Client Name.

To have the invoice made out to the Company name select the Company radio button ensuring that you have entered a company name previously.

If you wish to invoice to another name then select the Other radio button option. This allows you to enter the name and address of the other contact.

Invoice Discount

Enter here the amount of discount you wish to give a client. If this is a percentage of the invoice amount then check the  % box alongside. This feature can be overridden tat the time of invoicing if required.

Use Star Rating for Invoicing

This feature is currently unavailable

No Overdue Charge

When an invoice becomes overdue as set up in Preferences then each time the program starts up it will check if an invoice is overdue and crate the extra charge if appropriate. This feature allows you to turn off that option for this particular client.

No Discount

Check this box if you do not want this client to be given any discount. This feature can be overridden tat the time of invoicing if required.

No Mileage

Check this box if you do not want this client to be charged mileage. This feature can be overridden tat the time of invoicing if required.

No Tax

Check this box if you do not want this client to be charged any tax. This feature can be overridden tat the time of invoicing if required.

Use Dual Tax

Check this box if you want to charge this client extra tax on top of whatever else has been charged (if any). A typical example might be Out of State tax in the USA where if you invoice to someone in the state your company is registered you charge no tax whereas if you invoice to someone out of state then you charge the appropriate state tax.

Select the relevant tax code from the drop down box.