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.
Invoicing with Webtron
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:
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.