To start invoicing customers from Guardhouse you need to set up your company invoice details.
These details go onto your invoices as shown in the below.
To setup an invoice profile, you can follow the steps below.
- Click organization
- Click Company
- Click the Invoicing Tab.
- Click the + icon to create a new Invoice company profile.
- You can set up the following details:
- Company Name
- Address
- Upload a Company Logo
- Email address
- Mobile number
- Master License #
- Company ABN
- Invoice Prefix
- Invoice Number Prefix
- Batch ID Prefix
- Grouping options
- Payment Details - Bank Transfer, Cheque, Online payment
6. Hit Save to apply the changes.
If you invoice work from different companies, you will need to create an invoice profile for each entity. You can set up as many of these as you like.
When you are invoicing your customers, you will choose the correct company profile to attach to each invoice.