Billing access
Same admin key as the site admin and the 3D dashboard.
The key is held in this tab only and forgotten when you close it.
Document
Client
Items
Rate × qty fills the amount. A rate alone (travel, a lump sum) counts as the amount. Leave both empty to type the amount directly.
Letter
outputs table
one per line: output | formats
terms
Invoice details
title
Letterhead
Printed on every document. Saved on the server, not in the website code.
Bank & stamp
Printed on proforma and final invoices.
Each invoice has its own "print the company stamp" box. A scan on white or a transparent PNG both work.
Invoices
Saving a GST invoice adds it to the Google Sheet ledger, and new invoice numbers continue the ledger's series. Setup is in billing-ledger.gs.
Numbering
{YYYY} year, {YY} short year, {MM} month, {FY} financial year like 2026-27, {NN} the running number — it restarts whenever the rest of the number changes.
Quotation defaults
What a new quotation starts with. {project} is replaced with the project name.