User permissions required: Owner, Process Administrator or Manager
Editing a Self-Billing User:
- Go to Administration > Default Settings > Edit
- Scroll down to Self-Billing Users.
- Click the Edit icon (clipboard icon) next to the user you wish to edit.
- Select the Billing Mode
- Enter the Company Name.
- Enter Company Number and VAT Number (not mandatory) – this will show on the bottom of users' self-billing invoices
- Enter Payment Terms (Days) (not mandatory)
- 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