Account

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The Accounts Page has a number of feature, including access to current and past invoices for your rota.

Contents

Account Summary

  • The Account Summary shows the balance due, current rate, and number of staff on your rota. You can click on the Paypal link to pay the balance by that method.

Image:ssAccountSummary.jpg

Buy SMS Tokens

Choosing a quantity of SMS tokens will:

  • Credit that amount of tokens to your account
  • Automatically generate an invoice to you.

Image:ssAccountBuySMS2.jpg

Statement

A statement of recent invoices is available here.

  • For a printable statement, click the link!
  • To view and print an invoice, click on its number.
  • Use the 'passed for payment' link for your internal records, indicating that you have printed the invoice and passed it to your accounts payable dept.

Image:ssAccountStatement.jpg

Master Account

  • Use this if you want the invoices from another rota to be included in this accounting area.
  • The other rotas will use the SMS tokens from this account.
  • Having more than one rota on an account you can use the Master View features, which give easy views of multiple rotas.

Image:AccountAddSub.JPG

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