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manage rates, billing information, and invoicing settings |
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You can now create and manage clients through Projector Web. See the Clients help page to learn more. |
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This information will be populated to the Engagement Billing Tab when new engagements are created for this client. The information from that tab will in turn be used to pre-populate the invoice editor when creating new invoices.
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Tax types follow an hierarchy in Projector. By default, taxes are defined at the company level. When you create an invoice we look at the engagement company and apply these default taxes. However, you may have some clients that are taxed in a special way. For example, when levying a local sales tax. When this occurs, you'll likely want to come here and add the special local tax to the client. If you need even more granularity, you can also set taxes on a per engagement or per invoice basis.
To edit your available tax types, see the Tax Type Editor.
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When invoices for this client are issued, have them emailed also. See the Invoice Editor MP - Distribution Tab for more information.
E-mail and | Tick the checkbox to enable emails. Then specify the radio button for how you would like the invoice attached.
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Send e-mails from | Search for a user in your installation who emails will be sent from. Only registered emails will work. See How do I email my invoices? for more information on registering emails. |
Send e-mails to | Specify who should receive your emails by adding users to the To, CC, and BCC fields. |
Using e-mail template | The email template should correspond to the radio button you chose under the E-mail and section. For example, if you chose to include the invoice as an attachment, your email might read, "Please find your invoice attached to this email." |
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