Set up invoices

Setting up this information incorrectly can cause problems. We recommend you request support from your accountant, who can easily set up this data for you. For more information, see Set up your tax information with your accountant.

To set up OnBalance to manage invoices, follow these steps.

  1. From the company setup menu, choose My Company.
  2. Click the Invoice tab.
  3. Click the Invoice Setup button.

  4. Define what kind of invoices you want to manage in OnBalance.

  5. Enter or change the data in all required fields.

  6. Click Save.

Note: If you decide to manage service invoices, OnBalance will determine if your city manages electronic invoices. If the fields related to service invoice data are disabled, one of the following has occurred.

  • Your City Hall doesn’t work with electronic invoices, so OnBalance is ready to manage conventional invoices.
  • Your City Hall works with electronic invoices, but OnBalance is not ready to establish a connection with your City Hall yet. In this case, contact our Support team to request this connection.

For more information about the required fields in the OnBalance invoice setup screen, see the Related articles.