Organisation settings

Tax and numbering

MS

GST

How GST shows on Quotes, Progress Claims and Invoices.

GST is added to Client prices.

Set by law, so it cannot be changed.

$1,000.00 entered is $1,100.00 with GST.

Retention

Defaults for new Progress Claims. A contract can override them.

Retention stops building up at this share of the contract value.

The rest is released at the end of the defects period.

On a $200,000.00 contract, Retention is held up to $10,000.00. $5,000.00 is released at practical completion.

Payment terms

Sets the due date on new Invoices and Progress Claims.

An Invoice issued 23/10/2026 is due 22/11/2026.

Numbering

The next number each record gets. Quote and Job numbers follow the numbers already in use.

RecordPrefixNext numberDigitsPreview
Quote10468
Job10456
VariationCounts from 1 on each JobV-1
Progress ClaimPC-0001
InvoiceINV-20323
Purchase OrderPO-0001