Contents


Overview

The General settings will cover an array of details that will impact what the customer will see in the Customer Portals and emails as well as settings for how invoices and date / time formatting works in the system.

General settings

Company

Company name

Your company name that the customer will see. 

Website URL

In the Customer Portals if a customer clicks on the brand name on the top left of the menu bar, they will be directed to this URL.

Help URL

In the Customer Portals, users clicking on help will be directed to his URL

Help phone

Set the phone number that should be shown in the Customer Portals here.

General settings: Help phone

Signup

Terms and conditions URL

When signing up, customers can click on this link to view your company's T&Cs.

Require terms acceptance

If you would like the customers to have to tick a checkbox to confirm they have read and accepted your T&Cs, set this to Yes. If set to No, customers will be able to sign-up directly (the T&Cs link will still appear with text indicating that by signing up the customer implicitly agrees to the T&Cs.


Invoicing

Currency

The currency code that will appear throughout the system and in invoicing.

Billing trigger

This the default setting for how invoices will be processed by the system. 

  • Automatic: Invoices will be sent automatically (in the case that a user or instance doesn't have a payment gateway setup). If there is a payment gateway setup and the user has credit card details on file, invoices will automatically charge the customer's registered payment method. 

  • Manual: Invoices will go to Draft state after which they'd have to manually be sent to the customer or charged (in the case the customer has payment details on file).

  • Note: This can be overridden at the user level in the User details section . This setting in the General Settings is only the default that will apply system wide, unless it is overridden manually. 

Invoice overdue age (days)

Set the number of days that you want the system to automatically mark invoices as Overdue. The number of days is tracked from the date when the invoice is first sent to the customer.

The overdue status of invoices (marking an invoice as overdue or unmarking it as overdue) is updated at about 1 PM each day in your instance's timezone.

No emails will be sent to the customer as a result of the Overdue status being applied. If you'd like to send reminders to your customers for outstanding invoices, you can do this using Invoice reminders.

General settings: Invoicing

Tax

* Specific to user-level invoices (particularly for Valet storage users). Self storage unit-level invoice tax settings are handled via the Accounting settings.

Type

This is what the tax line will be called in Invoices (e.g. Tax, GST, VAT, etc). It will also be the field name used in the "TaxType" field in invoice exports. 

Percent

The percentage tax added to the sub-total of an invoice. This will apply uniformly against the sub-total and cannot be edited to be different for different charge types (e.g. storage vs deliveries), etc. 

If you would like to be able to customise this further, you can leverage the settings for each item / plan / product by customising the Price (i.e. system price used for invoicing) and the Display price (the price the customer will see when placing an order via the Customer Portals).

Note: Changes to the tax setting take effect from that point forward (i.e. for new invoices generated but will not change the tax data on invoices generated prior to the time of change).

General settings: Tax

Date and time formatting

Long format

Choose from a variety of options for the date format you'd like to appear in the emails that get sent to customers by the system (e.g. job confirmation & reminder emails)

Short format

This is used for invoice dates and the dates of line items in the invoice body.

Time

The time format that will appear throughout the Customer Portals and system-generated emails.

General settings: Date and time formatting

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