The table below provides an overview of the Site Admin settings that control the behaviour of invoices in AroFlo Office and Field.
Click the blue links on the left to access full instructions for each setting.
Setting |
Description |
|---|---|
| Print & Email Defaults | Set up default layouts, email templates and default email addresses for invoicing. |
| Default Markups | Set up business unit and client-specific markups for material costs. |
| Default Invoice Style | Select a default invoice style that will be used for creating invoices in Office. |
| Field Invoice Style |
Enable Site Invoicing for Worker and Supervisor Users Worker and Supervisor users require additional permissions to be able to invoice from AroFlo Field.
To enable Field invoicing, create a copy of the Worker or Supervisor permission group and enable the following segments:
|
| Allow Bulk Invoicing (DEPRECATED) | Check this box if you need to bulk invoice all clients once a month in multiple attachments to a single email. We will shortly be removing this option. You can still bulk invoice when emailing by going into Attachments > Invoices and selecting the invoices you need from the list. |
| Use Tax Inclusive Pricing | Set the default tax status for all your invoices to 'Tax Inclusive'. |
| Default Invoice Note Restrictions | Set the defaults for who has access to invoice notes. |
| Default Periodic Invoice Note Restrictions | Set the defaults for who has access to periodic invoice notes. |
| Override Quote Default | Check this box if you want invoices to have the Override Quote checkbox ticked by default. This is relevant when invoicing a task with a linked quote. When invoicing under or over the total value of a linked quote, AroFlo will automatically include a Quote Variation line item to adjust the total of the invoice so that it equals the total of the quote. If you don't want to include this quote variation line item on an invoice, you can override it using the Override Quote checkbox. |