Defining billing information for a tenant

When Advanced Automation (PSA) is activated for your tenant, you need to define billing information for the client being created. Billing information ensures the provided services and products are correctly billed for.

If billing information is not defined at this stage, you will be prompted to enter the relevant information before using certain features of Advanced Automation (PSA), such as when approving time registrations, or creating contracts or sales items. For more information, see Onboarding existing clients.

To define billing information

  1. In the Billing information section of the create/edit tenant dialog, define the following fields:

    • Business name: The tenant's business name, pre-selected as the customer tenant name.
    • Type: The Advanced Automation (PSA) tenant type (select from Partner, Customer, Prospect).
    • Email: The tenant's email address, predefined with the administrator email address used in the General information section.
    • Language: Select the relevant language for the tenant.
    • Country: Select the relevant country for the tenant.
    • Sales tax: Select the relevant sales tax for the tenant. If no sales tax is selected, the default tax rate is applied. You can also select the Tax exempt checkbox if the tenant is tax exempt.

  2. Click Advanced settings to define additional billing information. Note that some of the fields in this section are optional, and some are pre-set by the system.

    • External ID: The customer code used in third party systems, such as accounting software.

    • Website: The tenant's website.

    • Time registration roundup time (minutes): Set the time (in minutes) of your ticket roundup time. When ticket work is approved for billing, the total billable hours will be rounded up according to this value. For example, if you set the roundup time value to 15 minutes, 7 minutes of ticket work will be rounded up to 15 before invoicing. Likewise, 21 minutes will be rounded up to 30, and 36 minutes will be rounded to 45, and so on. The default value is 10.

    • Payment terms (days): Define the number of days in which a customer has to make payment.

    • Send invoices by: Select the method (Email or Mail) for sending invoices for this customer. This setting overrides the default billing setting. For more information, see Defining your default billing settings.

    • Payment method: Select from Manual payment or Direct debit to define the default invoice payment option for the customer. This option can be adjusted in quotes, contracts, and sales items, as required. When Direct debit is selected:
      • Customers can pay invoices via wire transfer or using one of the payment integrations (PayPal, Stripe).
      • Customers can send invoices to their local bank for direct debit processing.

    • Create subtotals on invoice: Select the checkbox, if required.

    • Bank account: Enter the bank account number for the tenant.

    • VAT / Sales tax number: The relevant VAT or sales tax number.

    • Main office: Select the parent company from the list.

  3. In the Address section, enter the relevant address fields.

  4. To configure the services for the tenant, click Next. See Selecting the services for a tenant.