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This is a guide to the Billing Settings page

Topics in this page:

Table of Contents
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Introduction

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To access the products Billing and organisational settings, click on your name in the top right of the screen, and select Settings from the drop down menu.

Navigating the Billing Settings screen

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Expand
titleClick to expand and preview the fields thats comprise the Organisatinal Information tab.

The fields in Organisation Information in the Billing settings page are explained below:

  1. Name: This field is used to list either the name of the primary business contact.

  2. Address Line 1: This field is used to list the first line of the organisations street address.

  3. Address line 2: This field is data optional and is used to list the second line of the organisations street address.

  4. Email Address: This field is used to list the primary email address for contact.

  5. Phone: This field is used to list the primary phone number for contacting the organisation.

  6. SMS Balance: Relevant only where SMS credits have been enabled, this field will list a balance of available SMS credits.

  7. Postcode: This field lists the postcode associated with the details listed in Address Line 1.

  8. State: This field lists the state associated with the details listed in Address Line 1.

  9. Suburb: This field lists the suburb associated with the details listed in Address Line 1.

  10. SMS notifications: This field will provide a visual reference as to whether SMS notifications have been enabled.

  11. Preferred Notification time: This field is data optional and will list the preferred time for the generation of SMS notification, as set through the integration tab

  12. Credit Card Setup: This is a visual reference that a credit card has been established. A credit Card needs to be set up for the purpose of purchasing SMS Credits and optionally for the payment of the monthly Brevity Invoice.

  13. Update Button: Clicking this button will open the Update your information page.

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titleClick to expand and preview the fields thats comprise the Billing tab.

The fields in Organisation Information in the Billing setting page are explained below:

  • First Name: This field is used to list the given name of the nominated business representative.

  • Last Name: This field is used to list the surname of the nominated business representative.

  • Street: This field is used to list the organisations business address.

  • City: This field is used to list the city or suburb associated with the details listed in Street field.

  • Postal Code: This field is used to list the postcode associated with the details listed in Street field.

  • State: This field is used to list the state associated with the details listed in Street field.

    • Country: This field is used to list the country associated with the details listed in Street field.

  • Email: This field is used to list the primary email address.

  • Phone: This field is used to listed the primary land line or mobile number for contact.

  • Credit card number: This field is used identify the credit car number used for SMS credit. purchasing and payment of Brevity invoices.

  • Credit card Type: This field identifies the credit card type used.

  • Card Expiry Month: This field identifies the card expiry month.

  • Card Expiry Year: This field identifies the card expiry year.

  • Update Button: Clicking this button will open the billing page fields for data entry.

  • Invoice Summary: This grid lists current and past Brevity invoices. The data grid allows the user to review an invoice for a particular month, to identify what invoices have been paid and to make a monthly invoice payment, if valid credit card details are registered within the billing tab.

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    Expand
    titleClick to expand and preview the fields thats comprise the Integration tab.

    The fields in Integration and SMS Credits summary in the Billing settings page are explained below:

    1. Integration: These option allow you to connect you brevity application to any of the third party accounting packages listed. Integration does attract additional fees.

    2. SMS Credits: This section of the integration tab enables you to purchase SMS Credits, which can be used for communicating with clients and employees. A valid credit card is required to purchase SMS credits and a summary of your purchases is listed in the SMS Credits Purchase History datagrid.

    Updating the Organisational Profile

    To update information in the Organisational tab, select the Update button to open the Update your information page - see below. Selecting Save Changes saves changes, closes the page and displays the Organisational tab.

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    Update the Billing Profile

    To update billing or credit card information in the Billing profile, select the Update button to enable the fields in the Billing tab, as shown below. Select the Save card details button to save changes. Note that changes will not be saved if the Credit Card number field is blank or the card details are invalid.

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    If the length of credit card number is incorrect, the following message is shown in the credit card number field (blue star) . If the credit card number is the correct length but the card information is invalid. the message below is shown.

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    Managing Invoices

    Monthly Invoices are managed via the invoices data grid in the Billing tab.

    To view current or a previous monthly invoices, click the relevant month in the Period column. The invoice will open as a PDF, either in a new browser tab or in a PDF file application.

    The Invoice data grid enables the identification of monthly invoices that are paid or due to be paid. Invoices paid will show Paid, whereas those due to be paid will show a Pay Now button. Valid credit card details must be entered to pay monthly invoices via the Billing tab.

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    Managing Integrations

    The integration tab enables synchronisation with third party account packages, SMS communication with staff and clients and Office 365 single sign-on. To enable a specific integration, contact the support desk. Note that there are additional fees and charges for integrating Brevity with a third party accounting package or Office 365 single sign-on.

    The integration options available include:

    Xero

    Accounting software with all the time-saving tools you need to grow your business.

    Online accounting software for tax, payroll, super and more.

    Accounting software for your small business. From tracking invoices to staying in control of cash flow.

    QuickBooks is an open, cloud-based management platform, with products that serve the needs of self-employed, small business, accountants and bookkeepers.

    Enable single signon using Office 365.

    Enable NDIS API Integration.

    SMS

    SMS notifications, including client and employee shift alerts.

    An enabled feature is shown as green on.

    A disabled feature is shown as grey off

    SMS Credits

    SMS credits are enabled via the integration tab. Slide the SMS integration button to the right to enable purchase of SMS Credits and view the SMS purchase history.

    To purchase SMS Credits, valid credit card details must be entered in the Billing tab. If an attempt is made to purchase SMS credits with incomplete or invalid credit card information, the message below will be shown..

    On completion of the transaction, the SMS Balance field in the Organisation tab will show the updated balance of SMS Credits purchased.