Adding Invoice Payment Terms, Quote Notes, Bank Details, and Record Numbering

To add your bank details to the system and have them included on any invoice you create, you need to log in to the web portal.

Next, open your settings and click on 'Invoice Payment Terms and Certificate Numbering'. Alternatively, click here.

At the top of this page, there is a 'Payment Terms and Bank Details' section. Fill them out, and each will automatically appear at the bottom of your invoices.

You can add your:

You can edit your invoice payment terms immediately below your bank details on the 'Invoice, Quote & Certificate Settings' settings page.

What you write here will be automatically added to invoices you create.

You can add both an expiry date and notes on your quotes through a template. Both are switched on from your settings first, then filled in on any quote.

Whenever you create a quote, your notes will be pulled through. They can be edited on an individual basis before you issue a quote.

On the same settings page, you can adjust the numbering system used in each of your records.

Tip: This is especially useful if you are new to Gas Engineer Software and want to continue with the invoice no. you last used.

In these settings, you will see the next number to be used for the related certificate or record. For example, from the sample account in our screenshot, the next Gas Safety Record would be no. 15, whilst the next quoet would be no. 29.

So, if you've just joined and your last invoice no. was 230, you would input "231" under invoice.

For each new certificate, the number is automatically updated.

Gas Engineer Software also allows you to add a prefix to any of the numbers in this settings page. For example, if you add INV as your invoice prefix, it would display as INV 231 on your next invoice.