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2.2 Managing your Bill Settings

2.2 Managing your Bill Settings


This lesson will show you how to access your Bill Settings and explain the importance of tax detail and payment terms.

Accessing your bill settings

 

To access your bill settings, select the "Bill Settings" button under the "My Company" heading in the settings sidebar.

Bill settings

 

The bill settings page allows you to edit you tax details and payment terms. Tax details allow you set different tax rates to account for differing product taxes and locations.Payment terms dictate in what time period an invoice to you must be paid; this is linked to AgileCase's invoicing functionality which you can read about here,