Billing accounts are needed for invoicing and bulk invoicing. Without a billing account you can not create an invoice.
If you have Xero or Quickbook enbabled you can copy the Account Number and add them as the billing code. This then will link the two and not create duplications in your accounts system. There is a Billable Account Code (Your client) and Payable Account code (Your supplier).
Accounts are used to manage what is owed by or to an account. Accounts are identified by a reference code and a currency and account type. This allows for customers to be billed in multiple currencies using the same account code. The reference is ...
Bulk invoicing requires the BULK INVOICING addon Bulk invoicing allows you to group charges from multiple consignments into a single invoice. When then bulk invoicing is scheduled to run, any revenue in the Actual state attached to consignments that ...
This allows for the billing of multiple consignments on a single invoice for a customer. Invoices are created when all of the following are fulfilled: A consignment has revenue attached in the Actual state The consignment is Ready For Billing The ...
Opening An Account You can open a new account by click on the [ + ] button on the left-hand side of the screen. Fill in the information in the dialog box and click the [ SAVE ] button. Closing An Account Click the [ ACTION ] button Select the Close ...
You can upload changes to the address book using the [ UPLOAD ICON ] in the left-hand menu. This allows you to make changes to the address book from other sources that can export their data. Or quickly make new entries in the address book quickly. ...