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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 |