Billing Settings

The Billing tab configures the default invoice details, currency, tax, and billing address that appear on invoices created in AbleTime. Open Organization Settings and select the Billing tab.

Invoice Details

The top section of the Billing tab contains fields that appear on your invoices.

• Company Name — the name printed at the top of each invoice.

• Invoice Prefix — a short string (up to 8 characters) prepended to invoice numbers, for example "INV-". A lock icon appears to the right of this field. When locked, the prefix is fixed on all invoices and cannot be changed per invoice. When unlocked, users can override the prefix on individual invoices.

• Invoice Seed # — the starting number for invoice numbering, from 0 to 99999. If you are migrating from another system, set this to the next number in your sequence.

• Tax Label — the label shown on invoices next to the tax amount, up to 20 characters. Common values include "Tax", "VAT", or "GST".

• Tax Rate (%) — the default tax percentage applied to invoices. Accepts values from 0 to 100 with up to two decimal places. A lock icon appears to the right. When locked, the tax rate is fixed on all invoices. When unlocked, users can change the tax rate per invoice.

• Default Currency Symbol — choose from US Dollar ($), British Pound (£), or Euro (€). A lock icon appears to the right. When locked, the currency symbol is fixed on all invoices. When unlocked, users can select a different currency per invoice.

• Position — whether the currency symbol appears to the Left or Right of amounts on invoices.

Lock Icons

Three fields — Invoice Prefix, Tax Rate, and Currency Symbol — have a small lock beside them. Click the icon to toggle between locked and unlocked:

• Locked (closed lock) — the value set here is enforced on all invoices. When creating or editing an invoice, the field is read-only or hidden.

• Unlocked (open lock) — the value set here is used as a default, but users can change it on individual invoices.

Free-Text Fields

• Billing Content — additional information printed on invoices, such as a registration number or tax ID. Up to 250 characters. A character counter is shown beneath the field.

• Bank Details — bank account information for payment. Up to 250 characters with a character counter.

• Terms & Conditions — payment terms, conditions, and other footer text printed at the bottom of invoices. Up to 500 characters with a character counter.

Invoice Options

Two checkboxes control which optional sections appear on invoices:

• Show Tax Field on Invoices — when checked, the tax line appears on invoices. When unchecked, no tax is calculated or displayed.

• Show Discount Field on Invoices — when checked, a discount line appears on invoices, allowing a discount to be applied to the subtotal.

Billing Address

The billing address section captures your organization’s address, which is printed on invoices. All fields are optional:

• Address Line 1

• Address Line 2

• City

• State

• Postcode

• Country

• Phone

• Phone (Alternative)

• Email

• Website

Click Save to apply your changes. For details on creating invoices, see Creating and Editing Invoices. For an overview of the invoicing module, see Billing Overview.