The Billing settings page manages invoice numbering, payment methods, payment terms, and taxation rates for your CrewVision account.
Access Billing by clicking Settings in the bottom left navigation, then selecting Billing.
Invoice & Billing Settings
Configure core invoice and payment stub information that appears on all generated invoices.
Invoice Number Set the current invoice number. The system automatically increments it for the next invoice.
Payment Number Set the current payment number. The system automatically increments it for the next payment.
Invoice Message Enter a message that appears on all invoices.
Payment Stub Enter text that appears in the payment stub section of the invoice PDF (example: remittance address).
Payment Terms
Payments Methods
This tab lists all available payment methods. You can add new methods, edit existing ones, archive them, or set defaults.
Each entry includes:
Title
Code
Type (Custom or Default)
Status (Active / Archived)
Actions (edit or delete)
This tab manages payment terms such as Net 30, Net 15, Due Upon Receipt, etc.
Each term includes:
Title
Buffer Days
Type
Action (edit)
Taxation Rates
This tab manages applicable tax rates (example: HST for Ontario).
Each rate includes:
Title
Code
State / Province
Value (percentage)
Applied To
Status
Action (edit or delete)
Use the + Add New button on each tab to create additional options. These settings ensure consistent billing across all invoices and financial operations in CrewVision.