The Invoice Cost Centre allows you to link your accounting package with Traffio, enabling you to send the invoices you create directly from Traffio.
Creating an Invoice Cost Centre
Navigate to Billing on the sidebar
Select Invoice Cost Centre tab
Click +New
Name your cost centre
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
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.
How to Link Accounts
Navigating to Billing on the sidebar
Select Invoice Cost Centre tab
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 itemsFrom the Default account dropdown select your sales account
Alternatively, select an account in the drop-down for each item listed.Click Save
Linking Clients
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.
Navigate to Billing on the sidebar
Select Invoice Cost Centre tab
Open the desired Invoice Cost Centre
Select Contacts tab (this may be referred to as Client in other accounting software)
Map your Clients
Click Save
