en:staff:settings:companies
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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en:staff:settings:companies [2021/04/22 08:44] balazs [Invoice account] |
en:staff:settings:companies [2021/05/23 15:36] (current) balazs |
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| + | [[:en:start|Start]] | [[:en:staff:start|School staff]] | [[en:staff:settings:start|Settings]] | School network | Companies | ||
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| ======Companies====== | ======Companies====== | ||
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| |**Active**|Only active companies can be chosen from when entering new data into the system.| | |**Active**|Only active companies can be chosen from when entering new data into the system.| | ||
| - | A new company can be added by clicking on the {{:add.png?nolink}} button, an existing company can be updated using {{:edit.png?nolink}} or by double-clicking the row. To remove a company use {{:remove.png?nolink}}. Save a row using {{:save.png?nolink}} or click anywhere next to the edited row to save it. The list can be reloaded using the {{:refresh.png?nolink}} button. | + | Use the {{:add.png?nolink}} {{:edit.png?nolink}} {{:remove.png?nolink}} {{:save.png?nolink}} {{:refresh.png?nolink}} buttons to [[en:intro:ui#list_editing|edit the data in the list]]. |
| Create and connect a company with the {{:staff:settings:key.png?nolink}} //New Invoice(tm) login// button in Invoice(tm). The connection with companies that were already connected can be tested by clicking on the {{:error_checking.png?nolink}} button. Before using make sure that the Invoice(tm) email and password fields are filled in correctly. | Create and connect a company with the {{:staff:settings:key.png?nolink}} //New Invoice(tm) login// button in Invoice(tm). The connection with companies that were already connected can be tested by clicking on the {{:error_checking.png?nolink}} button. Before using make sure that the Invoice(tm) email and password fields are filled in correctly. | ||
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| Using the following section to customize the Seller section of your invoices using the following lists. | Using the following section to customize the Seller section of your invoices using the following lists. | ||
| - | =====Bank accounts===== | + | ====Bank accounts==== |
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| + | Add here the different bank accounts that you would like to display as bank information in the Seller section of your invoices instead of the default settings in Invoice(tm). | ||
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| + | ^Field^Description^ | ||
| + | |**Bank accounts**|Name you use to refer to your bank account. This name is not visible on invoices.| | ||
| + | |**Invoice details**|This is a [[en:intro:glossary#multilingual_names|multilingual field]] so you can enter its value after a new account is added. The bank account details can consist of multiple rows. Try using the same notation as in Invoice(tm) thus start with a label, then double points and then the value (like Bank: //bank name//). Provide all information you want on the invoice like bank account, BIC, IBAN, etc.| | ||
| + | |**Default**|The default bank account will be selected by default on the //Payment// dialog.| | ||
| + | |||
| + | Use the {{:add.png?nolink}} {{:edit.png?nolink}} {{:remove.png?nolink}} {{:save.png?nolink}} {{:refresh.png?nolink}} buttons to [[en:intro:ui#list_editing|edit the data in the list]]. | ||
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| + | If you have specified at least one item in this list, a //Bank account// drop down list will appear on the //Payments dialog// where you can select the bank account to be displayed on the invoice. | ||
| + | ====Profiles==== | ||
| + | |||
| + | Add here any information that you would like to display in the //Seller// section of your invoices in addition to the default settings in Invoice(tm). | ||
| + | |||
| + | ^Field^Description^ | ||
| + | |**Profile**|Name you use to refer to this setting. This name is not visible on invoices.| | ||
| + | |**Invoice details**|This is a [[en:intro:glossary#multilingual_names|multilingual field]] so you can enter its value after a new account is added. This is the text you want to display and it can consist of multiple rows. Try using the same notation as in Invoice(tm), thus start with a label, then double points and then the value (//label: value//).| | ||
| + | |**Default**|The default profile will be selected by default on the //Payment// dialog.| | ||
| - | =====Profiles===== | + | Use the {{:add.png?nolink}} {{:edit.png?nolink}} {{:remove.png?nolink}} {{:save.png?nolink}} {{:refresh.png?nolink}} buttons to [[en:intro:ui#list_editing|edit the data in the list]]. |
| + | If you have specified at least one item in this list, a //Profile// drop down list will appear on the //Payments dialog// where you can select the profile to be displayed on the invoice. | ||
| =====Invoice account===== | =====Invoice account===== | ||
en/staff/settings/companies.1619073877.txt.gz · Last modified: 2021/04/22 08:44 by balazs
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