Manage Tenant Detail

Modified on Mon, 8 Jun at 4:11 PM

Overview

Manage Tenant detail in the Varibill User Interface, including company details, billing settings, document templates, and communication preferences.

In the Varibill User Interface, Tenant Details and Document Template settings have been consolidated into a single Tenant Editor page to provide a unified configuration experience.

Access Tenant Detail

To access and configure Tenant Detail:

From the top Navigation dropdown menu, navigate to Tenant
Select Tenant Detail

You will be presented with the Tenant Detail Editor screen:

Details

Define core Tenant information.

Name
Registration Number
Tax Registration Number
Email
Phone Number
Fax Number
Country

Banking Details

Configure banking information used for billing and invoice presentation.

Address Details

Define the tenant’s physical address used on invoices and reports.

Payment Details

Define default payment terms.

Payment Terms Minimum
Payment Terms Maximum

Email Details

Configure email sender information for system-generated communications.

Tenant URLs

Define system endpoints used by the tenant.

App URL
API URL

Billing Details

Configure billing-specific behaviour.

Round Billing (controls how calculated amounts are rounded (e.g. to the nearest cent) before invoice totals are generated).
If the “Round Billing” box is checked, decimal place numbers for rounding can be set in the “Decimal Places” field.

Report Details

This section replaces the Varibill Classic (Legacy) Document Template page.

Configure how invoices and reports are generated and displayed.

Templates and Formatting

Invoice Template
Invoice Summary Report Template
File Naming Convention
URL Protocol

Display Options

Show Billing Period in Header
Show Due Date in Header
Show Produced By Tag
Show Tax Rounding Difference

Invoice Content

Markup Editing Field
Markup Preview Field

Report Branding

Configure colours and visual styling for invoices and reports.

Report Logos

Upload branding assets used in reports.

Notes

Changes to these settings may affect invoice generation and formatting
Ensure branding and email details are correctly configured before generating invoices
Some settings may depend on your billing configuration or integration setup