Invoicing Settings

Modified on Tue, 30 Aug 2022 at 04:58 PM

There are a number of settings involved in running your invoicing function successfully, some are required and some are your choice for what you want to include on your invoices. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.


TABLE OF CONTENTS



Adding your Next Invoice Number

Invoices are automatically numbered sequentially. Your next invoice number will be taken from the value in this field which can be changed at any time.

To add your next invoice number:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Enter your value for your next invoice number.
  • Select Update.




Show Service Times on Invoices

If a service item is configured with a "Time Type" of "Time blocks", the time block used for scheduling will show on the invoice. If a "Time Type" of anything other than "time blocks" is used, the scheduled service time will show on the invoice.

To show times on your invoices:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Show Service Times on Invoices to ON.
  • Select Update.




Include Staff Member Name by Services on Invoices

You have an option to include the staff member's name for each scheduled service on the invoice.

To show the sitter name on your invoices:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Show Sitter on Invoices to ON.
  • Select Update.




Add Reference to Account Summary on Invoices

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

To show the reference to the account summary on an invoice:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Show Reference to Account Summary on Invoice to ON.
  • Select Update.




Enable Adding Services to an Invoiced Service Order

This important function allows you to add services to a service order, even after it is invoiced. This also means that service orders can have more than one invoice associated with them.

To allow adding services to invoiced orders:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Allow Adding Services to Invoiced Orders to ON.
  • Select Update.




Take Payments Automatically on Invoicing

Enable Bulk Credit / Debit Card Charges allows you to take payments from each client's stored Payment Method at the time you create invoices if they have provided consent. Stripe must also be enabled on your account.

To enable bulk credit / debit card charges:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Enable Bulk Credit / Debit Card Charges to ON.
  • Select Update.




Prevent Copies of Invoices and Quotes being Sent to Company Email

When emailing quotes and invoices to clients, it can be useful for you to have a duplicate of the emailed Invoices and Quotes that have been sent to clients, and this feature is switched ON by default. This is optional and some businesses prefer not to receive them.

To prevent CC invoices or quotes being emailed to company:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Do Not CC Invoices or Quotes to Company to ON.
  • Select Update.




Set an Email Notification to Confirm Receipts to Clients

When recording a check or cash payment, you can email a receipt notification to the client confirming receipt of payment. Set the default for the Receipt email to be the option you choose most often, to save you some clicks.

To set the email receipt notifications default:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Email Receipt Notifications to ON.
  • Select Update.




Change your Late Payers Terminology

You can optionally change the terminology used for late payments. The default is "Overdue" but you can use "Past Due" by changing this setting.

To use "Past Due" instead of "Overdue":
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options.
  • Toggle Use "Past Due" instead of "Overdue" to ON.
  • Select Update.



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