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How to define PO requirements and VAT settings for clients

Purchase order (PO) requirements and VAT treatment are crucial for correct invoicing.

To configure:

  1. While editing a client’s billing profile (General or Custom), locate:
    • PO Required: Select whether a PO is mandatory for shift submission or invoice generation.
    • VAT Treatment: Choose between Standard, Zero-Rated, or Exempt.
  2. Save the billing profile to apply these rules.

These configurations ensure accuracy in financial documentation and compliance with client expectations.