Manage Tenant Detail

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:

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

You will be presented with the Tenant Detail Editor screen:

Tenant Configuration

Tenant configuration is organised into the following sections:

1. Details
2. Banking Details
3. Address Details
4. Payment Details
5. Email Details
6. Tenant URLs
7. Billing Details
8. Report Details

Details

Define core Tenant information.

1. Name
2. Registration Number
3. Tax Registration Number
4. Email
5. Phone Number
6. Fax Number
7. Country

Banking Details

Configure banking information used for billing and invoice presentation.

1. Bank Name
2. Bank Branch
3. Account Holder
4. Account Number
5. Account Type

Address Details

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

1. Unit Number
2. Complex Name
3. Street Number
4. Street Name
5. Suburb
6. City
7. Postal Code

Payment Details

Define default payment terms.

1. Payment Terms Minimum
2. Payment Terms Maximum

Email Details

Configure email sender information for system-generated communications.

1. Admin From Name / Email
2. Billing From Name / Email
3. Billing CC From Name / Email
4. Billing Reply To Name / Email
5. Auto Email Posted

Tenant URLs

Define system endpoints used by the tenant.

1. App URL
2. API URL

Billing Details

Configure billing-specific behaviour.

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

Report Details

Configure how invoices and reports are generated and displayed.

Templates and Formatting

1. Invoice Template
2. Invoice Summary Report Template
3. File Naming Convention
4. URL Protocol

Display Options

1. Show Billing Period in Header
2. Show Due Date in Header
3. Show Produced By Tag
4. Show Tax Rounding Difference

Invoice Content

1. Markup Editing Field
2. Markup Preview Field

Report Branding

Configure colours and visual styling for invoices and reports.

1. Report Heading Colour
2. Report Text Colour
3. Report Colour Main
4. Report Colour Detail
5. Report Colour Group Header
6. Report Colour Group Label
7. Report Hyperlink Colour
8. Report Company Hyperlink

Report Logos

Upload branding assets used in reports.

1. Report Logo
2. Report Logo Address
3. Report Logo Email
4. Report Logo Telephone
5. Report Logo Fax
6. Report Logo View Online