Traffio

The Invoice Cost Centre allows you to link your accounting package with Traffio, enabling you to send the invoices you create directly from Traffio.

To be able to create the Invoice Cost Centre, you need to have an access level of Manager or Administrator - to find out more about access levels and permissions, <a href="https://intercom.help/traffio-76478e215fc6/en/articles/6168301-access-levels-and-permissions" rel="nofollow noopener noreferrer" target="_blank">click here</a>.

<a href="#h_7eb956018f">Create an invoice cost centre</a>

<a href="#h_04445278d2">Linking items and resources to accounts</a>

<a href="#h_bb9f498f48">Linking clients </a>

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Navigate to Billing on the sidebar

Select the accounting package from the drop-down (A button to connect will appear below)

Set General Config Options as desired

Select the Break Time Invoicing option applicable

1. Navigate to Billing on the sidebar
2. Select Invoice Cost Centre tab
3. Click +New
4. Name your cost centre
5. Select the accounting package from the drop-down (A button to connect will appear below)
6. Set General Config Options as desired
7. Select the Break Time Invoicing option applicable 
8. Press Create

Once created it is advised to sync the accounting package again to ensure data is pulled through from your accounting software. 

Note: Your company's Payment Details need to be supplied to Traffio to be put in the system to appear at the bottom of your invoices.

Linking Resources and Items to Accounts

Traffio allows you to link various item classifications to different sales accounts in your accounting software. This is particularly useful for accurately calculating sales, such as those from labour or equipment hire.

Navigating to Billing on the sidebar

Open the desired Invoice Cost Centre

Select Accounts tab This tab is called different things for different accounting packages: Myob - Chart of accounts or rate codes Xero - Accounts Attache - Item codes Netsuite - Billing items

From the Default account dropdown select your sales account - Alternatively, select an account in the drop-down for each item listed. 

1. Navigating to Billing on the sidebar
2. Select Invoice Cost Centre tab
3. Open the desired Invoice Cost Centre
4. Select Accounts tab This tab is called different things for different accounting packages: Myob - Chart of accounts or rate codes Xero - Accounts Attache - Item codes Netsuite - Billing items
5. From the Default account dropdown select your sales account - Alternatively, select an account in the drop-down for each item listed. 
6. Click Save

Clients set up in Traffio can be linked to contacts in your accounting software. This integration allows you to view the transaction history of invoices created in Traffio, including those that are awaiting payment in the accounting system. 

Open the desired Invoice Cost Centre

Select Contacts tab (this may be referred to as Client in other accounting software)

1. Navigate to Billing on the sidebar
2. Select Invoice Cost Centre tab
3. Open the desired Invoice Cost Centre
4. Select Contacts tab (this may be referred to as Client in other accounting software) 
5. Map your Clients 
6. Click Save

Creating an Invoice Cost Centre

Linking Resources and Items to Accounts

How to Link Accounts

Linking Clients