Refer to Account Summary on Invoices

Modified on Fri, 30 Sep 2022 at 02:58 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



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