How to set up custom billing profiles
If a client requires billing logic that differs from the system default, you can configure a custom billing profile.
Steps:
- Open the client profile and go to the Billing Profile tab.
- Select Custom Billing.
- Enter the custom values:
- Invoice grouping (e.g., by week/site/shift)
- Custom PO requirements
- VAT configuration
- Save the profile.
Tip: Custom billing settings override the general billing defaults for this client.