Configuration - Account Settings
The account settings are the basic settings for your Billoid account. Below, you can find information what you are able to configure on the account settings:
Accounting Currency
Set your accounting currency as a basis currency. This is NOT the billing currency. The basis currency will be the currency in which amounts will be shown within the application. Also, foreign currency invoices will be showing an additional amount in the accounting currency.
In the exporting section, you are able to convert everything into your accounting currency in order to process your books.
Application Settings
Min Customer ID: First customer ID to be assigned to the first customer created (not important for adtracker users)
Min Supplier ID: First supplier ID to be assigned to the first supplier created (not important for adtracker users)
CSV Export Column Separator: Formatting value for your CSV exports
CSV Export Thousands Separator: Formatting value for your CSV exports
CSV Export Column Enclosure: Formatting value for your CSV exports
CSV Export Decimal Point: Formatting value for your CSV exports
Document Draft Prefix: Prefix to be set to label draft invoices
Crediting Settings
Auto-expose credit notes: Enable if new credit notes shall directly be displayed in the adtracker iframe (if available). Disable if they should only be displayed after at least one download through admin interface or sendout via email
Credit Note Approval Count: Zero = disabled, 1 = documents need one approval, 2 = documents need 2 approvals from different accounts, and so on..
Min Credit Note Number: First credit note number where Billoid starts counting
Suffix for Cancellation Credit Notes: If Cancellation action is set to “add suffix”, cancellation credit notes will have this value as suffix
Mailing Settings
Employee Document Sendout: Enable if you would like to send the invoices via account manager email addresses. SMTP Accounts have to be set up for this in the employee accounts.
Default Email account (sendout): Set the SMTP account you would like to use as a standard to send invoices / documents
Std. document sendout email: Set the SMTP account you would like to use to send out invoices
Std. forms sendout email: Set the SMTP account you would like to use to send out forms
Mail: Credit Note Subject: Email subject for Credit Notes you are sending out
Mail: Invoice Subject: Email subject for Invoices you are sending out
Employee forms sendout: Enable if you would like to send forms via employee email addresses
Invoicing Settings
Auto-expose invoices: Enable if new invoices shall directly be displayed in the adtracker iframe (if available). Disable if they should only be displayed after at least one download through admin interface or sendout via email
Invoice Approval Count: Zero = disabled, 1 = documents need one
Payment diff. shift message: Default description for shifted differences on advertiser payments (e.g. Bank Charges)
Suffix for Cancellation Invoices: If Cancellation action is set to “add suffix”, cancellation invoices will have this value as suffix
Min. Invoice number: First invoice number where Billoid starts counting
Prefixes, VAT Codes, Payment Methods
Invoice / Credit Note Prefixes
Create Prefixes you would like to use for one or more billing cycles
VAT Percentages
Create the tax rates you would like to use in your system. You need at least “0%” to have non-tax option.
Payment Methods
Create different payment methods that can be represented on the invoices for your customers. You are able to create many different methods and select which of them should appear on invoices. In the customer profiles, you are able to change per customer which payment methods he will see on his invoices.
You can add Wire and Online Payment Processors, or you can also set up collection payments (e.g. Credit Card or SEPA Collection for European Companies).
Text Blocks for Documents
Create text blocks you would like to use on documents. These can be assigned per Billing Rule or per client individually. Also, if you create an invoice / credit note manually, these text blocks can be added one-time to the document.