Billing for your finance team: contacts, PO numbers and TDS

These tools help your accounts team pay on time. They are free and open to the owner and admins.

Open the billing page

Open Invoices, then click PO numbers, TDS and billing contacts.

Add billing contacts

1. Under Billing contacts, enter a Name and Email.
2. Click Add contact.

Every receipt and GST invoice is also emailed to these people, up to 5 of them. Without any, receipts go to whoever paid and to the account owner.

Add a PO number

1. Find the invoice in Invoices, PO numbers and TDS.
2. Type the PO number and click Add.

You can also add a PO number on the payment page before you pay. A PO number can be added once; to change one already printed, write to us.

Upload a TDS certificate

1. On the invoice, click Upload certificate.
2. Enter the TDS deducted, the certificate number if you have it, and the quarter.
3. Choose the certificate file (PDF or image).
4. Click Send to finance.

The status shows Being checked, Accepted by finance or Rejected, with a note if needed.

Good to know

TDS is recorded for our finance team to match against Form 26AS. It does not change the invoice.