Editing Self-Billing Users

User permissions required: Owner, Process Administrator or Manager

Editing a Self-Billing User:

  1. Go to Administration > Default Settings > Edit
  2. Scroll down to Self-Billing Users.
  3. Click the Edit icon (clipboard icon) next to the user you wish to edit.
  4. Select the Billing Mode
  5. Enter the Company Name.
  6. Enter Company Number and VAT Number (not mandatory) – this will show on the bottom of users' self-billing invoices
  7. Enter Payment Terms (Days) (not mandatory)
  8. Enter Bank Details (not Mandatory)

Please note, there are two types of billing mode that control the permissions of self-billing users company and user. Select Company if you, the owner/process admin, wish to create the self-billing invoice on behalf of your user/contractor. Select User if you want your employee or contractor to generate self-billing invoice.Both methods will require you, the owner/process admin, to approve invoices for the user

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