RADIEFILES

Settings

Business details

Set what prints on your quotes and invoices, your bank details, GST and reminders.

Your business details print on every quote and invoice. Set them up before you send your first one.

You need to be an admin or the owner.

  1. Click the cog at the top right.
  2. Click Business details.
  3. Make your changes.
  4. Click Save details.
Business details

Your business

  • Business name on invoices: the name customers see.
  • ABN: your Australian Business Number. Tax invoices must show it.
  • Registered for GST: turn this on if you're registered. Your invoices become tax invoices, with 10% GST added. Leave it off if you're not registered.
  • Phone, Email and Address: how customers reach you.

Bank transfer details

Type your Account name, BSB and Account number. They show on every invoice, so customers can pay you by bank transfer. Bank transfers cost you nothing.

Quotes and invoices

  • Invoices due after: how many days customers have to pay, for example 14.
  • Labour rate per hour: the price used for logged time when you make an invoice from a job. It's before GST.
  • Remind customers about unpaid invoices: emails customers 3 days before an invoice is due, on the day, then 7 and 14 days after if it's still unpaid. See Reminders.
  • Quote numbers start with and Invoice numbers start with: letters at the front of each number, for example "Q" or "INV".
  • Terms printed on quotes: for example "Quote valid for 30 days. A 30% deposit secures your booking."