finance - invoice - billing entity tab

  • Updated

The BILLING ENTITY tab within the Invoicing page allows users to create and manage billing entities for invoicing purposes in the platform.

The elements in this view are described below:

ElementDescription
  1. + BILLING ENTITY
Click this button to create a new billing entity.
  1. Search
Search in the table based on the entered data.
  1. Name
Displays the name of the billing entity.
  1. Status

Displays the assigned status for the billing entity.

Default status is Active.

how to create a billing entity

To create a billing entity in Neostella, follow these steps: 

  1. In the Invoicing interface, BILLING ENTITY  tab, click +BILLING ENTITY.
  2. Enter the Name*. 
  3. Click SAVE. The Billing entity created message is displayed and the Billing creation page is open.
  4. In the Details section click the Edit iconand configure the details.
  • Change the Name*.
  • Select the Status (Active or Inactive).
  • Enter a valid Email address.
  • Enable or disable the Send copy of invoices to send (or not) copies of invoices associated with that billing entity to the Email.
  • Enter a valid Phone.
  • Select the billing entity Currency. Available currencies are USD, EUR and GBP.
  1. Click the Save icon to save the details.
  2. Click UPLOAD LOGO to add the billing entity’s logo. Then click Upload, either select an image from your device or drag and drop the image, and click SAVE. The logo is displayed.
Supported formats are: PNG and JPG (max. 3MB).
Recommended size 250 x 100 px.
  1. In the Billing Entity Address section click the Edit icon and configure the billing address.
  • Enter the Street Address.
  • Enter the Address Line 2.
  • Enter the Zip Code.
  • Select the City, County, State, and Country.
Cities, counties and states are dynamically displayed according to the selected Country.
  1. Click the Save icon to save the billing entity address.
  2. In the Electronic Remittance section, click the Edit icon to configure the Electronic Remittance, Bank Address and Remittance To subsections.

To configure the Electronic Remittance:

  • Enter the entity Routing/Sort Code.
  • Enter the entity Account Number.
  • Enter the entity Swift/BIC.
  • Enter the entity IBAN.

To configure the Bank Address:

  • Enter the Name.
  • Enter the Street Address.
  • Enter the Address Line 2.
  • Enter the Zip Code.
  • Select the City, County, State and Country.
Cities, counties and states are dynamically displayed according to the selected Country.

To configure the Remittance To:

  • Enter the Name.
  • Enter the Street Address.
  • Enter the Address Line 2.
  • Enter the Zip Code.
  • Select the City, County, State and Country.
  1. Click the Save icon to save the remittance information.

how to edit a billing entity

To edit a Billing Entity in Neostella, follow these steps: 

  1. In the Invoicing interface, BILLING ENTITY tab, locate in the list the billing entity to edit and click its name.
  2. In the Billing Entity management page, locate the Details section and click the Edit iconto modify the details as required. Click the Save icon to apply the changes.
  3. Locate the Logo Image section:
  • To upload a new logo click UPLOAD LOGO or
  • To delete a configured logo, click DELETE LOGO IMAGE. Then click YES, DELETE LOGO IMAGE to confirm the action. This action cannot be undone.
  1. Locate the Billing Entity Address section and click the Edit iconto modify the billing address as required. Click the Save icon to apply the changes.
  2. Locate the Remittance Information section and click the Edit iconto modify the remittance as required. Click the Save icon to apply the changes.

how to delete a billing entity

To delete a billing entity in Neostella, follow these steps: 

  1. In the Invoicing interface, BILLING ENTITY tab, locate in the list and select the billing entity(es) to delete.
  2. Click DELETE at the top of the list. The Delete the Billing Entity? modal window is displayed.
  3. Click YES, DELETE BILLING ENTITY.The Billing entities deleted message is displayed and the records are removed from the list.
The Billing Entity(es) is(are) permanently deleted from the platform and removed from the list of available entities in the INVOICE CONFIGURATION tab.