| Functions | Sub-Functions | Description |
|---|---|---|
| First Name | ||
| Surname | ||
| Email Address | All correspondence on the account will be sent to this email address as well as any other contacts added to the profile. | |
| Cellphone Number | This number will be used for any SMSes. | |
| Currency Payment Method | The payment needs to be set correctly should the client be on debit order/EFT, this will also determine whether the client receives the correctly formatted invoice i.e EFT invoice includes your banking details / Debit Order invoices include Mandate links. | |
| Company Name | This will be the name that all invoices are addressed to, if this field is occupied it will over-ride the addressing invoices to “First Name/Surname”. | |
| Discount | Here you can apply a global discount to the entire profile, all charges will be discounted at this (%) value. | |
| Vat Number | This will be listed on all invoicing. | |
| Invoice Name | ||
| Date | This will be the date saved as the creation date. | |
| Email Login Details | Marking this tickbox will provide your client with user details to he client area found at “yourusername”.snapbill.com. |