Field

Description

Organisation Export Code 

This code is used when exporting finance information from Equinox to third party accounting software e.g. Sage.

Export Code

This code is used when exporting finance information from Equinox to third party accounting software e.g. Sage. and will overwrite the code recorded in the Organisation Export Code field.

Type

Record the type of billing contact for each Location.

Payment Term

Enter in text and numbers the amount of time the Location has to pay any invoices e.g. 30 days

Tax Date + (in days)

Enter the number of days the Location has to pay upon receiving an invoice.

Accounts Contact

Select a Person at the Location to act as the primary billing contact. The details of this contact can be pulled through into invoices and correspondence via the merge code: #ACCONT#

Owner

Set a user to be pulled through in invoices using the #OWNER# merge code.

Field

Description

Default Billing Currency

Select the default billing currency for any invoices generated for this client. The invoice currency will automatically be your system’s default currency unless amended.

Preferred Template

Select an invoice template to be automatically used for this client.

Professional Fees Discount

Add a percentage Billing Discount to Time charges within any invoices generated for this client.

Standard Fees Discount

Add a percentage Billing Discount to Fixed charges within any invoices generated for this client.

Case Code to save Invoices to

Enter a case code to automatically save all invoice generated for this Organisation. Any invoice will be saved to the Documents tab of this case at the point of generation.

Notes for Finance Wizard

Add notes to be displayed in the Billing Wizard when generating invoices for this Organsiation.

Mark as Bad Payer

Flag this Organisation as a bad payer on this contact’s cases. The ‘Bad Payer’ note will be visible on the right of the Details tab of a case.