Step 3: adjusting the Bas configuration

• Setting up revenue groups in Bas Software (so your invoices are processed correctly) Learn how to set up revenue groups in Bas Software so your invoices automatically go to the right place in your accounting package. A clear step-by-step guide for residential, commercial, storage and more.

Branding

• Setting up a quote template Set up your quote template with the drag-and-drop editor. Learn how to add blocks, use variables and give your template a professional finish.
• Using variables in templates Learn how to use variables in your templates to automatically fill in dynamic fields with customer details, addresses and document numbers.
• Invoice and job sheet templates Create invoice and job sheet templates by copying and adapting your quote template. Learn the differences between a quote and an invoice.
• Quotes, invoices and contracts
• Email communication: customer messages

Features

• Checking feature settings
• Features: Quotes and jobs Set up how Bas handles quotes and new jobs. Decide whether the inventory list is attached, how the PDF is displayed, whether you start with an intake, and how the quote is calculated.
• Features: Prices, surcharges and services Set the default prices for cubic metres, travel time and mileage. Configure surcharges per property type and prices for additional services such as reassembly, packing and storage.
• Features: Invoicing Set up how invoices are displayed and sent. Decide whether totals and quantities are shown, how storage is invoiced, and whether reminders are sent automatically.
• Features: Mobile app and time types Set up what employees see in the app, when the schedule is available, how scanning handling units works, and which time types are used for automatic time recording.
• Features: Back office, messaging and tasks Set how many rows tables display, which items are included in availability by default, when customers are emailed, and how task timings are calculated.
• Features: Time Tracking Set whether breaks are included in working time and what the default gross hourly wage is for employees.
• Quote: layout and rates
• Invoicing: storage invoices and automatic reminders
• Jobs: adapting Bas to your workflow
• Tasks: set the timing of tasks
• Mobile app: privacy and scheduling

HR

• Time types, expenses and leave types
• Importing employee leave balances

Standard process

• Invoicing moments, signing moments, standard rules, discount
• Setting up revenue groups Revenue groups are the translation layer between Bas and your accounting package. Good naming ensures correct invoicing, faster quote creation and clear reporting.
• What is a package? A package is the set of financial rules for a job type. It determines what appears on the quote and invoice, and where the revenue ends up.
• Setting up quote lines Configure quote lines in your package: fixed amounts, calculated lines based on cubic metres, and optional services the customer can choose.
• Setting up invoice lines Configure invoice lines in your package. Learn the difference between quote lines and invoice lines, and when to use repeating lines for commercial customers.
• Conditional text in templates Have text in your quote automatically appear or disappear based on the services selected. This way, you'll have one template for multiple scenarios.
• Payment terms and expiry periods
• Adding view quote, accept quote and pay invoice online to emails

Specific process

• Organise the process with packages, templates and customer messages
• Messages overview Bas automatically sends 13 messages to your customers. Learn which messages there are, which ones you need to switch on, and why this matters.
• Customising messages Customise the branding and text of your messages. Set your logo, colours and greeting, and personalise your messages.
• Managing messages Turn messages on or off, create new messages for custom templates, and learn how to turn off messages during the practice phase.
• Specific payment term for specific customers