Creating a Billing Card

Billing cards are a way to keep track of client information for billing purposes. They are necessary to complete invoices as they are linked to your existing Accounting Partner account.

Billing cards can be attached either to a client or a property. The scenarios are explained below:

 

Billing Card Connected to a Client: If a billing card is connected to a client, any task created for a property for that particular client will get billed to that client's billing card.

 

Billing Card Connected to a Property: If a billing card is connected to a property, this overrides the client's billing card for that particular property. I.e. you have a scenario where you want all invoices for a client to go to one particular organisation, but need this one particular property, or group of, to go to another organisation or entity, like a Owners Corporation, then you can attach a different billing card to that particular property.

 

Note: You can also override the billing card once the task has been created, or set a particular billing card on the task when creating a task. This gives you the flexibility to change who should receive the invoice. i.e. you did some work for a building you look after, but on behalf of an intermediary and want the service history linked to that property, you can create a billing card for the intermediary and send it to them. 

 

Step 1: Click on Tools at the top navigation menu. Select Billing from the drop down menu.

Step 2: From the Billing page, click the blue button labelled Billing Cards.

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Step 3: From the Billing Cards page, click the blue button labelled New billing card.

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Step 4: Complete the billing form. The portion of the form on the right requires contact details so you can easily get in touch with the right person at the right time. 

 Step 5: Once complete, click Save billing card.

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If you are dealing with an owners corporation manager, you will want to put the "care of" information in the Contact Address.

 

NOTE: ALL BILLING CARDS SHOULD BE LINKED TO IT'S OWN, INDIVIDUAL BILLING CARD IN XERO OR MYOB OTHERWISE YOU WILL NOT BE ABLE TO SEND INVOICES. 

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