Billing settings

Billing Settings Sets allow each chapter in your environment to have a different billing behaviour.

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• Create a set of billing parameters

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Create a billing parameters set

1. From the Configuration menu navigate to the Billing Settings section
2. Select + New from the toolbar to open the form Create Billing Settings
3. Fill in and adjust the various fields of the Information tab

Fields	Description
Name	Name of billing parameter set in system
Next invoice number	This number will be assigned to the next invoice generated by a chapter that uses this set of invoice parameters. This number increases by 1 with each new invoice.
Invoice number prefix	Invoice numbers assigned by the CRM are always formed as follows: INV-000000. This field allows you to change the default value (INV) for the letters of your choice.
Invoice document number prefix	The original document number is used when the system
Always use CRM invoice number	Tells the system to send invoices by email with the Membri number rather than that of the accounting system if synchronization is activated. Default: No
Currencies	Currency used by this set of billing parameters. Default value: CAD
Send invoice credits by default	Indicates whether the system emails credit notes generated by cancelling an invoice. The system automatically sends all generated invoices and credit notes, but this option allows blocking the sending of credit notes. Default value: Yes
Default tax group	Value of the tax group to apply on invoices from chapters that use this set of billing parameters
Send a receipt with each payment	If this field indicates Yes a partial payment triggers the sending of a receipt email template. If this field indicates No a receipt is only sent if the invoice is paid in full. Receipt sending must first be activated.

4. Select Save from the toolbar to create the parameter set in the system.

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Still unsure? Contact us - support@vendere.ca