Overview
This article covers how to configure the organisation details section of an invoice layout.
Admin > My Invoice Template > Invoice Layouts > Organisation Details
This page will initially load in VIEW mode.
Click the Edit button to put the page into EDIT mode.
Service providers should complete as many fields as possible in this section.
| Field | Description |
|---|---|
| Cheque Payable To Name | If payment by cheque is available to customers as a payment option, enter name that cheques are to be made out to. If this field is left empty, the mailing your payment section will not show on the invoice, even with the Show Pay by Cheque design setting on. |
| Organisation Department | Select the department responsible for accounts receivable from the drop list. This list contains all Org Units that are set up |
| Return Address Department | Select the department responsible for correspondence from the drop down list that is to be displayed on the invoice. This list contains all Org Units that are set up |
| Org Registration Number | Select your company ABN/ACN from the drop list. This list will contain the company registration numbers entered against your service provider account. This field is mandatory. No invoices can be rendered without this field being populated. |
Org Phone Number | Enter your company’s main contact phone number that is to be displayed on the invoice. |
| Org Payment Phone Number | Enter your company’s accounts receivable phone number that is to be displayed on the invoice. Once this is entered, the Pay by phone section will be displayed on the invoice and the corresponding Pay by Phone or Pay by Phone (IVR) design settings can be utilised. |
| Return Phone Number | Enter your company’s return phone number that is to be displayed on the invoice. |
| Org Fax Number | Enter your company’s fax number that is to be displayed on the invoice. |
| Return Email | Enter your company’s primary email address that is to be displayed on the invoice. |
| Return Fax Number | Enter your company’s return fax number that is to be displayed on the invoice. |
| Org Payment Website URL | Enter your company’s payment web site that is to be displayed on the invoice. Entering data into this field is one of the criteria that allows the the Pay Online section of the invoice to be displayed. Any credit card surcharges will also have to be configured. See this article to learn how these are set. |
When you have entered in all the information, click the Save Organisational Details button to save the changes.