Invoice Payment Terms & Certificate, Record, Quote and Invoice Numbering

To edit your invoice payment terms, you will first need to head to the web portal.

Once there, navigate to 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.

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.