On the Settings > Process > Features page, you'll find the invoicing settings. These determine how invoices are structured, when storage invoices are prepared, and whether the system sends reminders automatically.
Go to Settings > Process > Features to view and adjust these settings.
Show line totals for hourly rates
What it does: Shows the total amount per line on the invoice for hourly rates.
Setting | What the customer sees on the invoice |
On (recommended) | "Packing: 3 hours x 45 per hour = 135" |
Off | "Packing: 3 hours x 45 per hour" (without a line total) |
Our advice: Turn this on. Customers want to see at a glance what each service costs.
Show quantities per line for hourly rates
What it does: Shows the number of hours per line on the invoice.
Setting | What the customer sees on the invoice |
On | "Packing: 3 hours x 45 per hour" |
Off | "Packing: 45 per hour" (without the number of hours) |
Our advice: This depends on your preference. If you want to be transparent about the number of hours, turn it on. If you'd rather only show the total amount, leave it off.
Show totals
What it does: Shows the total amount at the bottom of the invoice.
Setting | What happens |
On (recommended) | The total amount is shown on the invoice |
Off | No total amount visible |
Our advice: Turn this on. An invoice without a total amount is confusing for the customer.
Invoice storage in advance
What it does: Determines whether the "invoice in advance" option is switched on by default for new storage case files.
Setting | What happens |
On (recommended) | For a new storage case file, "invoice in advance" is automatically ticked |
Off | You need to manually indicate whether you invoice in advance or in arrears |
Our advice: Leave this on. Most removal companies invoice storage in advance (the customer pays for the upcoming period). If you invoice in arrears by default, turn it off.
Invoice the highest volume per day
What it does: This setting is specific to variable storage. With variable storage, you have a business customer whose items you store with continuous inbound and outbound movements. You invoice based on m² or m³ rates per day.
With this setting, you determine whether the system invoices based on the highest quantity that was in storage on a given day, or the last change of that day.
Setting | What happens |
On | The invoice is calculated based on the peak volume (highest change) per day |
Off (default) | The invoice is calculated based on the last change per day |
What is variable storage?
Variable storage is a storage case file for a business customer where you move goods in and out on a daily basis. Think of a large company storing furniture, stock or equipment and regularly adding or collecting items. You invoice based on the volume actually used (m² or m³) per day.
Important for variable storage: - Always invoice in arrears. Because the volume changes daily, you can't invoice in advance. - Turn "Invoice storage in advance" off for these case files. - Don't use "Days in advance to prepare storage invoices" for variable storage. If you prepare invoices in advance, you'll miss invoicing days (the days between preparing the invoice and the invoice date won't be counted).
Days in advance to prepare storage invoices
What it does: Determines how many days before the invoice date the system automatically prepares the storage invoice.
Default value: 10 days
Example: If the invoice date is 1 March and you've set 10 days, the invoice is prepared on 19 February. This gives you time to check the invoice before it's sent.
Our advice: 10 days is a good starting point for regular storage. This gives you plenty of time to check invoices.
Please note: For variable storage (business customers with daily inbound and outbound movements), you cannot prepare invoices in advance. If you do, you'll miss the invoicing days between preparing the invoice and the invoice date. You always invoice variable storage in arrears.
Automatically send invoice reminders
What it does: If an invoice isn't paid on time, the system automatically sends a payment reminder to the customer.
Setting | What happens |
On | Automatic reminders for overdue invoices |
Off (default) | You send reminders manually |
Our advice: Turn this off during onboarding. You can turn it on later once you're confident your invoicing process runs smoothly. Automatic reminders from an incorrectly configured system can cause confusion for customers.
Please note: Only turn this setting on once you're familiar with the invoicing process in Bas. An automatic reminder for an invoice you're still checking isn't professional.
Tips
Always show totals. Customers expect a clear total amount on their invoice.
Prepare storage invoices well in advance. With 10 days, you have enough time to check that the volume and amounts are correct.
Turn on automatic reminders later. Wait until your invoicing process runs smoothly before activating this.
Please note
Turning on automatic reminders during onboarding can result in customers receiving reminders for invoices that are still being processed. Wait with this until after go-live.
Leaving "invoice storage in advance" off when you do invoice in advance means you have to manually tick this for every storage job. This costs extra time and is prone to errors.
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