Invoicing settings

The Invoicing tab sets the defaults used when you generate invoices and claims. They must be complete before your first billing batch. The owner, or an admin with Settings access, can edit them.

Tax and payment terms

• Default GST code: P2 (GST free), P1 (10% GST) or P5 (out of scope).
• Payment terms: due on receipt, 7, 14 or 30 days, or a custom number of days.

Bank details

• Account name, BSB (6 digits) and account number (4 to 12 digits), so remittances reach you.

Invoice communication

• Remittance email (where payment advice is sent) and optional invoice footer notes.

Select Save. Until these are set, generating a batch will tell you what is still missing.