Webtron Admin Tier 5 required – The contents of this guide cover options and settings found within your Auctioneer Profile. Auctioneer Profile access is currently restricted to Webtron Admin Tier 5.
During the setup phase of your Portal, we’ll ask you to confirm if you intend to use Webtron’s in-Dashboard Invoicing and, if yes, request several details required in order for you to generate your Invoices, these details being:
Your Business Logo
Your Default Buyer’s Premium and Additional Tax Rates
Your Business Name and Registered Business Number (ABN, NZBN, CRN etc.)
Your Direct (Bank) Transfer Details
Your Payment Terms (usually excerpted from your Terms and Conditions)
If you have Webtron Admin Tier 5 access, you are also able to set or update these details via your Auctioneer Profile.
This guide will be broken down into two stages:
Accessing your Auctioneer Profile’s Financial Details tab
Editing your in-Dashboard Default Invoice Details
Accessing your Auctioneer Profile’s Financial Details tab
Most of the details included on your Invoices (as listed above) can be found and edited in your Auctioneer Profile’s Financial Details tab.
Step 1 – Navigate to the Webtron Dashboard > Auctioneers menu
Once logged into the Webtron Dashboard, click on the Users & Groups dropdown at the top of the page, then click Auctioneers:
Your Auctioneer Profiles list will now appear, click on the blue Edit button at the right-hand side of the page to open the Edit Auctioneer menu:
Multi-Auctioneer Reminder – If you are using our Multi-Auctioneer feature, use the Auctioneer Profile switcher at the top-right of the Webtron Dashboard to switch Auctioneer Profiles, the Edit button will appear only for the Auctioneer Profile you are currently using.
Step 2 – Click on the Financial Details tab in the Edit Auctioneer menu
It may take up to 30 seconds for the Edit Auctioneer menu to load. Once it appears, click on the blue Financial Details tab across the top of the Edit Auctioneer menu:
Editing your in-Dashboard Default Invoice Details
We’ll break down this section of the guide to match the name of each section inside the Financial Details tab of your Auctioneer Profile, use the Chapter selector at the right-hand side of the guide to skip ahead to each section.
Section 1 – Your Invoice Business Details
The first 6 options listed inside the Financial Details tab allow you to set the following:
Your Invoicing Logo
Your Invoicing Auctioneer Name
Your Invoicing Address
Your Invoicing Contact Number
Your Invoicing Details (Default Invoice and Item Titles)
Your Invoicing Logo
We’ll load up any suitable square (1:1) logo you provide during the setup phase for your Portal, but if you would like to set a new Logo for your Invoices or have no Logo currently set, tick the No Logo checkbox, and then click the green Add button:
You can then click the blue Choose Files button or drag and drop a new logo inside the dashed area.
This will set the Logo that appears at the top-right of each of your in-Dashboard Invoices:
Invoice Logo Recommended Specifications:
File Type – .png Dimensions – 1:1 (Square) aspect ratio, minimum of 300 x 300px (72 dpi)
Your new Invoicing Logo will be set and upload once you click the green Save Auctioneer button at the top-left of the Edit Auctioneer menu.
Your Invoicing Auctioneer Name
By default, your in-Dashboard Invoices will use your Auctioneer Profile’s name for the Invoicing Auctioneer Name, if you’re unsure what your Auctioneer Profile’s name is, click on the Main Settings tab, it is the first option listed there.
To set a different Invoicing Auctioneer Name, untick the Use Auctioneer Name checkbox, then fill in a new Invoicing Auctioneer Name in the field provided:
Your Invoicing Address
Your in-Dashboard Invoices will display both your Auctioneer Address and the Site Address set for your Auction (as added in the Edit Auction Details > Location tab).
To override the default Invoicing Address, untick the Use Auctioneer address checkbox, then fill in alternative Address details in the fields provided:
Your Invoicing Contact Number
By default, your in-Dashboard Invoices will list the default/top-most Telephone Number listed in your Auctioneer Profile’s Contact Numbers tab.
To override the default Invoicing Contact Number, untick the Use Auctioneer Number checkbox, and fill in an alternative Contact Number in the field provided:
Your Invoicing Details (Default Invoice and Item Titles)
Your Invoicing Details refers to the labels for the 3 invoice types and the Line Item label:
Invoice Title Text – Defaults to “INVOICE” – Displayed on new Invoice and unpaid invoices.
Paid Invoice Title Text – Defaults to “PAID INVOICE” – Displayed on Invoices marked as Paid.
Credit Note Title Text – Defaults to “CREDIT NOTE” – Displayed on Credit Notes.
Item Number Text – Defaults to “Item No” – Appears as a label next to each Line Item’s Title.
To update any of the default Invoicing Details labels, untick the Use Default Details checkbox and fill in any of the fields listed above:
Leaving any of the fields blank will instruct the Dashboard to use the default value (As display next to the “e.g.” text in each Field’s label).
Section 2 – Payment Terms
We’ll extract any relevant Payment Terms sections from your Terms and Conditions, but you can manually set your Payment Terms for your in-Dashboard Invoices by filling in the Payment Terms textbox:
Section 3 – Sales Tax Details
The Sales Tax Details section contains your default:
Hammer Tax Rate %
Buyers Premium Tax Rate %
Charges Tax Rate %
Tax Code details
Internal Label – If you are using more than one set of Sales Tax Details
Tax Code Label – Company Tax Type definition (i.e. Company ABN/NZBN/VAT etc.)
Tax Code Value – the Company ABN/NZBN/VAT value that appears alongside your Tax Code Label)
Tax Code Abbreviation – the abbreviation for your Country/State/Province’s Tax (GST, VAT etc.)
Each of the fields listed above are required and must be filled in, you must also have at least one set of Sales Tax Details filled in:
Section 4 – Bank Details
Webtron’s in-Dashboard Invoicing does not support Payment Gateways, so you will need to add your Bank Account details for Direct Transfers.
To do this, or add an additional set of Bank Details, click on the blue Add Bank Details button inside the Bank Details section, then fill in the Internal Label (your Bidders will not see this on their Invoice), then add your Bank Account details in the textbox below the label:
Adding multiple sets of Bank Details will allow your Dashboard Admins to switch between each set before Generating Invoices:
If you have made any changes to your Auctioneer Profile’s Financial Details, don’t forget to click the green Save Auctioneer button to apply those changes.
Configuring your in-Dashboard Invoice Details
Webtron Admin Tier 5 required – The contents of this guide cover options and settings found within your Auctioneer Profile. Auctioneer Profile access is currently restricted to Webtron Admin Tier 5.
During the setup phase of your Portal, we’ll ask you to confirm if you intend to use Webtron’s in-Dashboard Invoicing and, if yes, request several details required in order for you to generate your Invoices, these details being:
If you have Webtron Admin Tier 5 access, you are also able to set or update these details via your Auctioneer Profile.
This guide will be broken down into two stages:
Accessing your Auctioneer Profile’s Financial Details tab
Most of the details included on your Invoices (as listed above) can be found and edited in your Auctioneer Profile’s Financial Details tab.
Step 1 – Navigate to the Webtron Dashboard > Auctioneers menu
Once logged into the Webtron Dashboard, click on the Users & Groups dropdown at the top of the page, then click Auctioneers:
Your Auctioneer Profiles list will now appear, click on the blue Edit button at the right-hand side of the page to open the Edit Auctioneer menu:
Multi-Auctioneer Reminder – If you are using our Multi-Auctioneer feature, use the Auctioneer Profile switcher at the top-right of the Webtron Dashboard to switch Auctioneer Profiles, the Edit button will appear only for the Auctioneer Profile you are currently using.
Step 2 – Click on the Financial Details tab in the Edit Auctioneer menu
It may take up to 30 seconds for the Edit Auctioneer menu to load. Once it appears, click on the blue Financial Details tab across the top of the Edit Auctioneer menu:
Editing your in-Dashboard Default Invoice Details
We’ll break down this section of the guide to match the name of each section inside the Financial Details tab of your Auctioneer Profile, use the Chapter selector at the right-hand side of the guide to skip ahead to each section.
Section 1 – Your Invoice Business Details
The first 6 options listed inside the Financial Details tab allow you to set the following:
Your Invoicing Logo
We’ll load up any suitable square (1:1) logo you provide during the setup phase for your Portal, but if you would like to set a new Logo for your Invoices or have no Logo currently set, tick the No Logo checkbox, and then click the green Add button:
You can then click the blue Choose Files button or drag and drop a new logo inside the dashed area.
This will set the Logo that appears at the top-right of each of your in-Dashboard Invoices:
Invoice Logo Recommended Specifications:
File Type – .png
Dimensions – 1:1 (Square) aspect ratio, minimum of 300 x 300px (72 dpi)
Your new Invoicing Logo will be set and upload once you click the green Save Auctioneer button at the top-left of the Edit Auctioneer menu.
Your Invoicing Auctioneer Name
By default, your in-Dashboard Invoices will use your Auctioneer Profile’s name for the Invoicing Auctioneer Name, if you’re unsure what your Auctioneer Profile’s name is, click on the Main Settings tab, it is the first option listed there.
To set a different Invoicing Auctioneer Name, untick the Use Auctioneer Name checkbox, then fill in a new Invoicing Auctioneer Name in the field provided:
Your Invoicing Address
Your in-Dashboard Invoices will display both your Auctioneer Address and the Site Address set for your Auction (as added in the Edit Auction Details > Location tab).
To override the default Invoicing Address, untick the Use Auctioneer address checkbox, then fill in alternative Address details in the fields provided:
Your Invoicing Contact Number
By default, your in-Dashboard Invoices will list the default/top-most Telephone Number listed in your Auctioneer Profile’s Contact Numbers tab.
To override the default Invoicing Contact Number, untick the Use Auctioneer Number checkbox, and fill in an alternative Contact Number in the field provided:
Your Invoicing Details (Default Invoice and Item Titles)
Your Invoicing Details refers to the labels for the 3 invoice types and the Line Item label:
To update any of the default Invoicing Details labels, untick the Use Default Details checkbox and fill in any of the fields listed above:
Leaving any of the fields blank will instruct the Dashboard to use the default value (As display next to the “e.g.” text in each Field’s label).
Section 2 – Payment Terms
We’ll extract any relevant Payment Terms sections from your Terms and Conditions, but you can manually set your Payment Terms for your in-Dashboard Invoices by filling in the Payment Terms textbox:
Section 3 – Sales Tax Details
The Sales Tax Details section contains your default:
Each of the fields listed above are required and must be filled in, you must also have at least one set of Sales Tax Details filled in:
Section 4 – Bank Details
Webtron’s in-Dashboard Invoicing does not support Payment Gateways, so you will need to add your Bank Account details for Direct Transfers.
To do this, or add an additional set of Bank Details, click on the blue Add Bank Details button inside the Bank Details section, then fill in the Internal Label (your Bidders will not see this on their Invoice), then add your Bank Account details in the textbox below the label:
Adding multiple sets of Bank Details will allow your Dashboard Admins to switch between each set before Generating Invoices:
If you have made any changes to your Auctioneer Profile’s Financial Details, don’t forget to click the green Save Auctioneer button to apply those changes.