We have listened to client feedback requesting greater control of client billing data and have made several updates which we hope will improve client experience in this space. Improvements include:
- managing the bank account invoices will be debited from within ClickSuper
- choosing which contact invoices are emailed to
- designating an invoice number to be used for invoices
These are due to go live from the 29th April 2022. If your ClickSuper access is covered as part of your payroll provider fees, nothing will be changing for your fee set up. However if you receive invoices and pay for your ClickSuper access, you may benefit from these changes. A walkthrough on how to utilise these features are below. If you have any questions please contact us at support@clicksuper.com.au
Updating invoice information within the ClickSuper portal:
Once logged in to your organisation, please click the MY ORGANISATION menu, the Branches tab and the Edit button:
The branches pop out box has been updated to be more user friendly. To make changes to the invoice information that ClickSuper has on file for your organisation please click on the Billing tab. Any changes made will come into effect from the next invoice period - the start of the next month. For updates to normal superannuation debiting, this is found under the Bank Account tab. Both bank accounts can be the same for billing and superannuation debits if appropriate.
Clients can make changes to the bank account for invoice debiting, what contacts should receive invoices and if needed, designate a purchase order number to be used for invoices. Once any changes are made, click the Update button to save the changes.
If the contact is not correct, new Contacts can be added to the Contacts tab and once added, will appear in the overall contacts list for your organisation. Once listed, it can be chosen to be added as a Billing contact to receive invoices.
