Alec Young This guide chapter covers using Webtron in-Dashboard Invoicing module.
Advanced Guide Warning – To ensure your Invoices contain valid information, Webtron’s in-Dashboard Invoicing module requires setup and training coordination with the Webtron Team. Please get in touch with us via support@webtronoa.com before attempting to use the in-Dashboard Invoicing module for the first time.
What this Guide Chapter covers
Webtron’s in-Dashboard Invoicing module enables you to easily generate Invoices for your Online Bidders*, this Guide Chapter provides a comprehensive breakdown of:
- Accessing and Configuring your in-Dashboard Invoicing Details (Auctioneer Profile > Financial Details)
- Configuring your in-Dashboard Invoice Details
- Setting your Invoice Direct Transfer (Bank Transfer) Details
- Updating your Default Buyer’s Premium and Additional Tax Rates
- Adding your Business Number to your Invoices
- Reconciling an Auction
- Generating and Sending Invoices
- Editing Generated Invoices
- Removing/Crediting Line Items from in-Dashboard Invoices
- Updating Invoice Line Item Amounts on in-Dashboard Invoices
- Setting your Buyer’s Premium as an Amount on in-Dashboard Invoices
- Changing/Updating Debtor Details on in-Dashboard Invoices
- Creating a new in-Dashboard Invoice from Unsold and Credited Items
- Marking Payments and Refunds on in-Dashboard Invoices
- Marking in-Dashboard Invoices as Collected
- Printing and Saving in-Dashboard Invoices as PDFs
Webtron Admin Tier 4 or Higher required – To ensure the security of your Invoices, only Admins with Tier 4 access or higher can access the in-Dashboard Invoices menu and Generate Invoices. Configuring in-Dashboard Invoicing Details is restricted to Webtron Admin Tier 5.