Settings: Billing (invoicing, GST)
Admin → Settings → Billing holds the payment details printed on every invoice: where sellers pay, how long they have, any late charge, and GST. Invoices can’t be sent until the bank name and account number are filled in.
- Open Admin → Settings and choose Billing.
- Fill in Bank name and Account number, and the SWIFT code, Billing email and Billing phone if you want them on the invoice.
- Set Payment terms (days), Late charge (% per month) and Storage count basis.
- If your company is GST-registered, tick Charge GST and fill in GST rate (%) and GST registration number.
- Click Save invoicing details. You see “Invoicing details saved.”
The new details go on invoices sent from now on. An invoice already sent keeps the details it was sent with.
What each button and field means
Section titled “What each button and field means”| Field | What it means |
|---|---|
| Bank name, Account number, SWIFT code | Where sellers pay. |
| Billing email, Billing phone | Your contact details on the invoice. |
| Payment terms (days) | Days to pay; sets each invoice’s due date. Default 14. A client can have its own in billing details. |
| Late charge (% per month) | 0 leaves it off. Otherwise the invoice says “Late payments may be subject to a late charge of …% per month on the outstanding amount.” |
| Storage count basis | Printed as “Storage charges are computed based on …”. Default “pallet/rack count as at month-end”. |
| Charge GST | Adds GST to every new invoice. |
| GST rate (%) | The rate (default 9). |
| GST registration number | Printed on the invoice. |
If something goes wrong
Section titled “If something goes wrong”| Message | Why | What to do |
|---|---|---|
| “Payment terms must be 1 to 365 days” | Out of range. | Enter 1 to 365. |
| “Late charge must be from 0 to 10” | Out of range. | Enter 0 to 10. |
| “GST rate must be from 0 to 30” | Out of range. | Enter 0 to 30. |
| “Add the GST registration number to turn GST on” | GST ticked without a number. | Fill in the number. |
| “Set a GST rate above 0% to turn GST on” | GST ticked with rate 0. | Enter the rate. |
| “Storage count basis is required” | It’s empty. | Fill it in. |
| When sending an invoice: a message asks you to add the bank name and account number in Settings → Invoicing first | The bank details are missing. | Fill them in here, in the Invoicing card on the Billing tab. |