General

• Display Name: Defaults to global as every customer has a unique name.
• Sort Account by Column: Enter a unique code for identifying the account jobs. **
• Taxi Company: Select which system taxi company accounts are active on by default.
• Booking Colour: Set what colour should show for account work on the dispatch screen. 
• Booking Colour Overrides Capabilities: If enabled, the booking colour will override any custom capability colours. 
• Password Entry Mode: Select which mode to use for entering and displaying account passwords.
• Password Sort Mode: Select if passwords should be sorted or not for operators. 
• Show Extra Fields: Select which fields should be shown to drivers for account bookings.
• Booking Account by Code: If enabled, accounts will only be sorted by their account code. 
• Sort Account by Column: Select if accounts should be sorted by their code or name.
• Enable Automatic Our Reference: Enable to automatically generate a reference for the 'Our Reference' field. 
• Maximum Reference Number: Set the maximum value reference numbers can go to (E.g. 999999).
• Passcode Failure Mode: Select what the system should do if a customer fails to enter the correct booking passcode. 
• Comments For Driver: Enter a custom message to be displayed to drivers for account bookings.

• Pricing:
  • Booking Fee For Manual Price: Select the booking fee for manual pricing.
    

Job Processing

• Invoice Email Body: Enter custom text to be shown in the email body when an invoice email is sent to an account customer. 
• Invoice Header: Enter custom text to be shown in the email header when an invoice email is sent to an account customer. 
• Invoice Footer: Enter custom text to be shown in the email footer when an invoice email is sent to an account customer. 
• Print Invoice: Enable to prompt users to print an invoice when generated. 
• Email Invoice: Enable to automatically email invoices to account customers. 
• Print Full Address On Invoice: Enable to include the full address on printed invoices. 
• Upload Invoice: Enable to upload a copy of your invoices to the file system. 
• Print Note With Address On Invoice: Enable to include booking notes on printed invoices.
• Master Invoice: Enable to use the master invoice feature and link sub-accounts to master accounts. 
• Invoice Export Mode: Select which mode to use for exporting invoices.
• Invoice Export Setting: Select which settings should be used for exported invoices.
• Invoice Upload Mode: Select which mode to use for uploading invoices.
• Invoice Upload Path: Enter the folder path for uploading invoices to.
• Discount Type: If you wish to apply a discount to the customer accounts, select the discount type here.
• Discount: Enter the value of the discount.
• Split Up Multi Pickup Jobs: Enable to split up jobs with multiple pickups for customer accounts.
• Auto Export Job Information When Posted: Enable to automatically export job info when a job is processed.
• Extra Cost Tax Rate: If additional tax rates are required, you can apply them here.
• Include Export In Email: Select if invoice reports should be attached to a customer's invoice email. 
• Invoice Per Job: If required, enable this to create an invoice per job rather than in bulk. 
• Independent Invoice Numbers: Enable to have independent invoice numbers for each customer invoice. 
• Invoice Summary Sort By: Select which element the system should sort the invoice summaries by.
• Invoice Template: Select which template should be used for account invoices.
• Reference: Enter a unique reference as an identifier for invoices of customer accounts. 
• Service Charge Type: Select if the service charge should be in percentage or a fixed amount. 
• Service Charge: Enter the service charge value.
• Service Charge Tax Rate: If service charge tax rates are required, you can apply them here.
• Tax Rate: If a standard tax rate is required, you can apply it here.
• VAT Mode: Select which VAT mode should be used for customer accounts. 
• Use Signatures: If enabled a customer booking with an account will be required to provide a signature on the driver's device.

• Email:
  • Send Email When Payment Successful: Enable to send an email to an account customer when their payment is successful.
  • Send Email When Payment Fails: Enable to send an email to an account customer when their payment fails.
  • Send Email on Credit Stop: Enable sending an email to an account customer when their account credit has been stopped.
    

Tariff

• Display Price/Cost On Booking Screen Mode: Select if the price or cost should be on the booking screen for account bookings. 
• Variable Price Fixed (Excluding As Directed): Enable to fix the variable price for any bookings that aren't 'as directed'.
• Override Force Shout For Fixed Tariff: Enable to clear jobs without a driver shout if the fixed price matches.
• Automatic Price/Cost Recalculation On Shout Mode: Account bookings will be recalculated automatically when in shout mode. 
• Waiting Time Minutes Free: Set how much waiting time an account customer can have for free.

• Surcharge (Price): The settings here will apply a surcharge on top of an account booking price.
  • Surcharge Type: Select the surcharge value type. 
  • Surcharge Value: Enter the value of the surcharge.
  • Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).

• Surcharge (Cost): The settings here will apply a surcharge on top of an account booking cost. 
  • Surcharge Type: Select the surcharge value type. 
  • Surcharge Value: Enter the value of the surcharge.
  • Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).
• Gratuity Setting Type: Select the gratuity type.
• Gratuity Setting Value: Enter the gratuity value.
• Automatic Price/Cost Recalculation In Accounts: Select if an account booking should be recalculated if any of the fields have been changed while in the job processor. 
• Confirm Automatic Price/Cost Recalculation: Enable to require confirmation when automatically recalculating a booking's price/cost.
• iGo Pricing: Select if account bookings from iGo should use your system pricing or vendor pricing. 
• iGo Pricing Surcharge Mode: Enable to add a separate surcharge for iGo bookings. 
  

Autopay

• EBP Bank Details: This is for adding the Electronic Bank Payment (EBP) bank details of a 3rd party bank.
  • Journal Code: The journal code for a record of the business transactions.
  • Bank Code: The bank code.
• EBP Account Work: This is for adding the EBP Account Work details of a 3rd party account. 
  • Account Reference: Your individual account reference number.
  • Payout Code: The code for recording money paid out of the account.
  • Payin Code: The code for recording money paid into the account.
  • Journal Code: The journal code for a record of the business transactions.
• Currency: The currency customers should be billed in.
• Sage:
  • Sage Settings:
    • Account Settings: Add your Sage account settings here if you bill customers through Sage.
    • Sage Version: Select which version of Sage you are using.
    • Auto-Populate Account Reference: Enable to automatically populate the account reference field on customer accounts.
    • Export Credit Note to Sage: Enable to automatically export a credit note to sage.