7.2 Billing: Defaults

Updated May 08, 2020

Set up the BackOffice billing defaults to ensure invoicing is handled correctly.

Follow this path to set the billing module defaults.

Settings > BackOffice Default > Billing Default Settings Section

Configure the following settings:

Tax Engine: Select either Manual Tax Settings or Avalara Tax (v15). Manual Tax Settings means that you will manually configure the taxes. Avalara Tax (v15) is an integration that manages taxes in the United States. For this setting, you will need to fill out the required information in the AvaTax BackOffice Configuration.

Default Tax Class: Use the drop-down menu to get access to the Tax Class you already created. 

Note: This setting can be overridden at the Multi-Site, Client Site or Site if needed.

Base Currency: This option will allow you to choose the billing currency. Open the drop-down menu and find the applicable currency. Your selection will become the regional default. 

Note: This setting can be overridden at the Multi-Site, Client Site or Site if needed.

Previous Article 7.1 Billing: Settings & Pre-requisites - Introduction
Next Article 7.3 Billing: Create a Tax Class

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