How to show the Admin and Service Location Name on Invoices

Adding the administrator's contact and the service location name to your invoices can enhance their professionalism and clarity. This guide will take you through the steps required to configure your invoicing settings to include the administrator's information and service location name. We'll be using the client card within the finance section for this purpose.

 Instructions

Step 1: Accessing Client Card

1. Log in to your Entire OnHire System

2. Look for the "Clients" tab and click on it to access the list of your clients.

Step 2: Selecting the Client

1. Click on the client's name to access their client card.

Step 3: Updating Invoice Settings

1. Within the client card, look for the tab "Invoice "

Step 4: Enabling Pay Level Display

1. Select the checkbox next to“In Billing Information, Show Admin Location Name along with Service Location” in Invoice

2. Make sure to save your changes by selecting Confirm Invoice Changes at the bottom of the page.

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Step 5: Replicating for Other Clients (If Needed)

1. If you want to enable pay level display for other clients, repeat steps 2-4 for each client.

2. Remember to save your changes after updating the settings for each client.

Step 6: Reach Out for Assistance

If you encounter any difficulties during this process or have questions about specific options in your invoicing software, don't hesitate to reach out to the support team.

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