Britixo CRMBritixo CRM Enterprise Help Centre
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Tax help index

Every Britixo help article connected to tax is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

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01Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.Getting started02Set your profile, language and passwordKeep personal details, interface language, signature, password and two-factor settings current.Getting started03Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts04Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts05Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts06Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests07Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests08Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests09Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests10Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests11Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests12Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests13Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests14Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests15Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes16Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes17Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes18Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes19Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes20Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes21Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes22Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes23Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes24Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes25Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes26Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes27Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes28Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue29Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue30Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.Subscriptions and recurring revenue31Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue32Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue33Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup34Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.Expenses, items and finance setup35Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup36Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.Expenses, items and finance setup37Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup38Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup39Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup40Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup41Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup42Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup43Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup44Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking45Edit staff profile and statusUpdate profile information, language, signature and active status.Staff, roles and organisation46Edit email templatesCustomise subjects and content while preserving required merge fields and links.Email and communications47Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications48Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications49Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys50Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys51Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal52Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal53Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations54Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping55Configure account numbers and default accountsStandardise ledger numbering and select the accounts used as controlled defaults by conversion workflows.Accounting & Bookkeeping56Activate, deactivate or delete an account safelyControl future use of a ledger account while protecting posted history and mapped workflows.Accounting & Bookkeeping57Accounting mapping setup overviewConnect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.Accounting & Bookkeeping58Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping59Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping60Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping61Configure expense category account mappingsMap CRM expense categories to expense accounts and control the accounting classification of direct and recurring expenses.Accounting & Bookkeeping62Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping63Configure item and item-group mappingsRoute sales and related item activity to specific income, cost or inventory accounts instead of relying only on global defaults.Accounting & Bookkeeping64Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping65Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping66Configure Warehouse account mappingsMap stock receipts, deliveries, opening stock and loss adjustments to inventory, cost-of-sales and variance accounts.Accounting & Bookkeeping67Configure Manufacturing and Omni Sales mappingsSet the ledger accounts used for manufacturing material and labour costs and for Omni Sales returns and refunds.Accounting & Bookkeeping68Configure fixed-equipment account mappingsMap assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.Accounting & Bookkeeping69Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping70Convert credit notes, applications and refundsAccount for customer credits from initial credit note through invoice application or external refund.Accounting & Bookkeeping71Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping72Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping73Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping74Convert Omni Sales returns and refundsAccount separately for goods returned through Omni Sales and the related money refunded to the customer.Accounting & Bookkeeping75Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping76Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping77Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping78Approve and manage bill statusesMove supplier bills through review and payable states before payment and prevent inappropriate payment actions.Accounting & Bookkeeping79Vendor management overviewMaintain supplier identities, contact and payment information used by bills, checks and Accounts Payable reports.Accounting & Bookkeeping80Create and edit a vendorAdd a supplier with unique identity, contact, address and payment information for Accounting workflows.Accounting & Bookkeeping81Accounting report centre overviewNavigate the full Accounting report catalogue and choose the correct statement, ledger, ageing, tax, banking or management report.Accounting & Bookkeeping82Use Balance Sheet reportsReview assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.Accounting & Bookkeeping83Use Profit & Loss reportsAnalyse income, cost of sales and expenses using standard, detail, comparison, year-to-date, 12-month and percentage views.Accounting & Bookkeeping84Use Cash Flow and Changes in Equity reportsReview how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.Accounting & Bookkeeping85Use General Ledger, Journal and Trial Balance reportsTrace every posted debit and credit, review journal sequence and confirm total debits equal total credits.Accounting & Bookkeeping86Use transaction and account audit reportsInvestigate ledger activity through Account History, Recent Transactions, Transaction Detail by Account and Transaction List by Date.Accounting & Bookkeeping87Use Accounts Receivable ageing reportsReview unpaid customer balances by age in summary and detailed invoice views.Accounting & Bookkeeping88Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping89Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping90Use Deposit Detail and Check Detail reportsReview deposits and check activity by account, date, payee and transaction reference.Accounting & Bookkeeping91Use Income by Customer and Deposit Detail reportsAnalyse revenue by customer and trace bank deposits back to the payments or transactions that produced them.Accounting & Bookkeeping92Use employee and time-activity reportsReview employee contact information and time-activity changes where the underlying Britixo features provide the data.Accounting & Bookkeeping93Review inventory and cost accounting resultsUse ledger and financial reports to validate inventory, cost of sales and production or warehouse conversion results.Accounting & Bookkeeping94Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping95Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping96Book an appointment from the client portalCreate an external appointment from an authenticated customer's Britixo portal using the contact already associated with the session.Appointments & Scheduling97Appointment invoicing overviewUnderstand how an eligible Britixo appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.Appointments & Scheduling98Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.Appointments & Scheduling99Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.Appointments & Scheduling100Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling101Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.Appointments & Scheduling102View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.Appointments & Scheduling103Understand provider notification after appointment invoice paymentNotify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.Appointments & Scheduling