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How to Change Payment Methods on Recurring Invoices

Category: Recurring Invoices

Introduction This guide outlines the steps to update payment methods for recurring invoices in our system. The guide is essential for ensuring seamless transitions between payment methods or opting for manual payments. Contents Understanding Recurring Invoices Without a Payment Method Changing From One Payment Method to Another Switching From a Payment Method to No Payment Method Adopting a New Payment Method from No Payment Method 1. Understanding Recurring Invoices Without a Payment Method Recurring invoices set up without a payment method are designed for billing purposes, ideal for customers preferring cash or check payments. In this setup: Invoices are generated based on the schedule, but payments are not auto-processed. Customers must manually complete payments. 2. Changing From...

Add Tax Tables

Category: Financial Settings

  The Add Tax Table feature enables account owners and administrators to create and customize tax tables to fit specific business needs and tax regulations. This tool provides the flexibility to define tax brackets, apply different calculation methods (percentage-based or fixed dollar amounts), and set thresholds for tax application. By organizing tax brackets under predefined tax categories, businesses can ensure accurate and compliant tax calculations across invoices and items. This feature is particularly useful for handling progressive taxes, tiered brackets, or flat-rate taxes.     Prerequisites: Account owners and those with administrator access.     Instructions     From the main Dashboard, click the Administration tab. You will enter the Administration Dashboard. Click on Financia...

Cost Tracking

Category: Inventory Settings

  Cost Tracking ensures precise monitoring of inventory usage and associated costs. By enabling this feature, businesses can enforce accurate tracking of materials used for jobs and systematically record their costs. This simplifies inventory management, eliminates discrepancies, and enhances financial visibility across projects and processes. When activated, inventory quantities are automatically adjusted in real-time, and costs are accounted for seamlessly, enabling businesses to gain deeper insights into job costing, profitability, and resource allocation. This feature is essential for maintaining accurate stock levels and optimizing operational efficiency.     Prerequisites: Account owners and those with administrator access.     Instructions     From the main Dashboard, click the Adm...

Understanding Agreements in Suprata

Category: Knowledgebase

Overview Agreements in Suprata are essential contracts that unfold over time, facilitating organized and efficient business transactions. They play a pivotal role in managing and automating various aspects of customer interactions and service delivery. Types of Agreements 1. Service Agreement Definition: A Service Agreement is a time-bound contract with a preset expiration date. Features: Auto-Scheduled Jobs: At the time of agreement creation, it allows for the booking of auto-scheduled jobs. Expiration: Has a predetermined end date. 2. Subscription Definition: A Subscription is an open-ended agreement without a fixed expiration date. Features: Manual Cancellation: Requires manual cancellation by the user. Job Booking: Does not support auto-scheduled jobs, but allows manual booking ...

Creating a Recurring Invoice: A Step-by-Step Guide

Category: Recurring Invoices

Introduction This guide is designed to assist you in creating recurring invoices for service agreements and subscriptions. Recurring invoices are a crucial element for managing ongoing services and subscriptions efficiently. Contents Eligibility for Recurring Invoices Steps to Create a Recurring Invoice Termination of Recurring Invoices Handling Payments in Recurring Invoices Managing Subscriptions and Service Agreements 1. Eligibility for Recurring Invoices Recurring invoices can be generated exclusively for: Service Agreements Subscriptions 2. Steps to Create a Recurring Invoice Follow these steps to set up a recurring invoice: Initiate Agreement or Subscription: Create or edit an existing service agreement or subscription. Generate a New Invoice: Inside the agreement or subscripti...

How to Modify Items or Pricing of Recurring Invoices After Initiation

Category: Recurring Invoices

Introduction This article provides a comprehensive guide for modifying the items or pricing of recurring invoices after they have already been set up. Understanding these procedures is crucial for managing and updating recurring invoices efficiently. Contents Understanding Automatic Payment Generation in Recurring Invoices Editing Invoices with Pending Automatic Payments Modifying Future Recurring Invoices Implications of Modifications on Future Payments Managing Outstanding Payments After Modifications 1. Understanding Automatic Payment Generation in Recurring Invoices Recurring invoices that have an associated payment method will automatically generate future payments at the time of invoice creation. This facilitates seamless transaction processing. 2. Editing Invoices with Pending Au...

Chat Support

Category: Support

  The Chat Support feature in Suprata provides users with a quick and convenient way to access assistance directly within the platform. Accessible via the blue speech bubble on any page, the Support Chat Widget allows users to start new conversations, change their display name, email chat transcripts, toggle notification sounds, or pop out the chat window for more space. Designed for flexibility and ease of use, this tool ensures that help is always readily available, streamlining the support process for all users.     Prerequisites: Authorised Users.     Instructions     From anywhere within the Suprata platform, you can access support by clicking on the blue speech bubble in the bottom right corner. You will see the Support Chat Widget open. To start a new conversation, click the blue N...

Terminal Settings

Category: Main Dashboard Settings

  Terminal Settings in Suprata enable users to configure printing preferences for Invoices, Job Tags, and Job Sheets by integrating with QZ Tray, a cross-platform application that facilitates direct printing from web applications to local printers. With QZ Tray, users can select printers, specify page sizes, and adjust margins to ensure professional and precise printed outputs. This setup allows businesses to streamline their printing workflows and maintain consistency across all materials, improving operational efficiency.     Prerequisites: Authorised Users.     Instructions     From the main Dashboard, click the dropdown menu next to the user profile picture in the top right corner. Click Terminal Settings from the list to enter the Preferences (Terminal Settings) page.(Note: You will...

Installing QZ Tray

Category: Main Dashboard Settings

QZ Tray is a cross-platform application designed to enable seamless direct printing from Suprata to local printers without requiring additional steps. It bridges the gap between web applications and connected printers, making it an essential tool for configuring quick and efficient printing for job sheets, labels, invoices, and receipts.      Prerequisites: Authorised Users.     Instructions     From the main Dashboard, click the dropdown menu next to the user profile picture in the top right corner. Click Terminal Settings from the list to enter the Preferences (Terminal Settings) page. You will be required to install the QZ Tray. Click the install the QZ Tray link to be directed to the Download QZ Tray page. Click the green Direct Download button. Find the file in downloads and open. Cl...

Introduction to Main Dashboard Settings

Category: Main Dashboard Settings

  The Main Dashboard Settings provide a centralized hub for configuring essential tools and features that streamline daily operations within Suprata. These settings allow users to customize their terminal preferences, set up direct printing with QZ Tray, and manage quick-print settings for invoices, job tags, and job sheets. By optimizing these configurations, users can ensure efficient workflows and enhance the overall functionality of their terminals.This section covers the core components of the Main Dashboard Settings, including an overview of Terminal Settings and step-by-step guidance for installing and integrating QZ Tray. Whether you are setting up for the first time or refining existing configurations, the Main Dashboard Settings empower you to create a tailored and seamless opera...

System Requirements for Use of Suprata

Category: System Requirements

  To ensure the best experience with Suprata, we recommend meeting the following system requirements: Desktop Resolution: A minimum resolution of 1366 x 768 is recommended for optimal viewing and usability on desktop devices. Tablet Mode Resolution: For tablet users, the minimum supported resolution is 1080 x 744, such as on an iPad. Additionally, users are advised to disable ad blockers or add the Suprata domain as a trusted site. Ad blockers can interfere with some of Suprata’s functions, potentially affecting performance and functionality. Browser Compatibility:Suprata is officially supported on Google Chrome for both Windows and Mac platforms. This browser provides the best experience and ensures full compatibility with all features. On Mac devices, Safari is also supported, b...

Overview of Settings

Category: Settings

  The Settings section offers an extensive range of configuration options to customize the system according to your organization’s needs. This comprehensive section enables account owners and administrators to manage every aspect of the platform, from company-specific details to communication preferences. Whether you’re configuring financial settings, managing team roles, or setting up job parameters, the Settings section ensures you can create an efficient, streamlined experience for all users. It is intuitively organized into categories such as Company, IT, Job, Financial, Communication, Team, Inventory, Payroll, Tags, and Suprata Settings, making navigation simple and purposeful. Each category is further divided into detailed subsections to address specific operational needs. For instan...