To edit customer details for existing customer, please find that customer under the Customers tab. Click on the customer that you want to edit the details for.Once you click on the name of the customer, a new tab will open up with the profile of the...
To add a new user or admin for your Brilion account, please navigate to Settings > User > + Add User. Please note that the super admin will only be able to create a new admin. Here, you will need to type in the admin name, their email and mobile...
To view a receipt for any customer, please navigate to Bills > Receipts. Here, you can use the Payment Date or the Receipt number to find the receipt. Use the Action button for any customer, which is the three vertical dots and the view button is...
To see all the paid or unpaid invoices, please head over to Bills > Invoices.
Here, under Amount Paid, you will be able to filter out the paid and the unpaid invoices accordingly. Check or uncheck the box based on the invoices you want to see.
To change the job amount for the reoccurring bookings, please find that booking under Schedules > Daily View > use the calendar to navigate to that booking > Double click on the booking. Once you double click on the booking you want to edit, you can...
To let crews set their own schedule/availability through the crew app, please head over to Staff > Crews > Edit Crew (pencil icon) for any crew. Scroll down to Customize Availability and turn on “I want to customize this crew’s working hours”. You...
To create a discount code, please navigate to Settings > Discount > Create a Campaign +. You can type the campaign name which could be the event that the discount code is for. Here, we have a discount code which says Fifty Discount indicating...
To set rating and rating incentives, please navigate to Settings > Payroll > Rating Incentives. Here, you will find that you can set an amount or percentage of the booking amount according to the rating (no. of stars) that they’ve for completing the...
To create an invoice manually for a customer, please head over to Bills > Invoice > Action > Create Invoice. Once you click on Create Invoice, you can select the client that you want to create an invoice for. You can select the date of the invoice...
To allow crews to edit the property details, please head over to Settings > Integration > Crew App. Scroll down to the bottom and you will find the option to switch between whether or not to allow crews to edit the property details. This will allow...