Invoicing details management
Menu Path: Manage Account > Invoicing Details tab
Accessible to : Application AdministratorFrom this tab you can update the billing details for your company. These details
are used to generate the invoice.
Activities which can be done here are
1. You can update the name, email id and phone number of the person to whom the
invoice is to be addressed. Invoice will be sent to the Application Administrator's
email id and will be sent in cc to this email id
2. You can add a second email id which would be included in invoice and billing
reminders in cc
3. You can update the detailed billing address. All fields except country can
be updated, country is taken from the initial registration and cannot be changed
once captured
4. If your company is based out of India and if you are registered for GST, you
would be required to update your GST details. Update the GST Registration Type
and if your GST Registration Type is - Register / Consumer you will be required
to provide your GST Number
Once the first invoice is made the following fields cannot be changed
1. Company Name
2. State
3. GST Registration Type
4. GSTIN
Any changes made to contact details, address, will be updated in records and
used in subsequent invoices. Under no circumstances changes will be made to previously
generated invoices.
Related Articles
Updation of invoicing details
Please update details which would be used for your invoicing. You can always modify these details from Company Details Management page. - Second Email : enter the email id where you want the invoice to be sent in cc - GST Registration Type : ...
Field Force Management setup
Menu Path: Setup> HR Setup > Field Force Management Accessible to : Application Administrator Setting up field force management module is very easy. Only those employees who have been assigned a Field role from Manage Account > Manage Users tab will ...
Setting up Employee Details
Menu : Setup > HR Setup > HRIS > Employee Details tab Accessible to : Application Administrator In this tab following employee level fields / details can be defined 1. Minimum age of employment : used in HRIS and Payroll 2. Reference documents : used ...
Bank details
Menu Path : Setup > Common > Bank Details Accessible to : Application Administration Bank details of company need to be updated on this page. These details are used in the payment advices where the details of transferring account are also needed.
License management
Menu Path: Manage Account > Manage Licenses tab Accessible to : Application Administrator In this tab the details of your account are shown, you can see the number of licenses activated and in use for each license type. If you have requested for ...