Organisation settings control key features of the way operates for your business.
Changes should be made with care as they will affect the entire operation of for the organisation.
What to do
To access your organisation settings, go to > Settings > General Settings > Organisation Settings.
Review and update these settings if required:
- Information. Specifies the organisation details to show on invoices and quotes/estimates, and usually includes your organisation name, address, website address, phone number. By default, this field contains only the company name and phone number that you provided for your free trial account.
- Task Invoice Rate. Specifies whether you use staff billing Staff billing is a client billing method based on billable rates associated with specific staff members. This method is useful if you have several staff working on a task but wish to charge them out at different rates, based on their experience, for example. Compare Task billing. or task billing Task billing is a client billing method based on billable rates associated with specific tasks. This method is useful if you usually have standard rates for a specific task, regardless of which staff members are working on it. Compare Staff billing. . If you use both - choose the one you use most frequently. You can override this on any job if required.