Refer to Account Summary on Invoices

Modified on Fri, 30 Sep, 2022 at 2:58 PM

This setting places the text “Please refer to your account summary for details of all required payments” on each invoice.

Tip: This is recommended for clients who always send an Account Summary with every invoice.

How Do I Reference the Account Summary on Invoices?

Navigation: Admin > Settings > Invoicing > Invoice Options

Toggle "Show Reference to the Account Summary on Invoice" to ON.
The text “Please refer to your account summary for details of all required payments” will be added to each invoice.
Click "Update."

make a reference to the account summary on each invoice in dog walking software

Example: Show Reference to the Account Summary on Invoice

Invoice showing account summary reference in pet sitter software