Invoicing Settings

Modified on Mon, 31 Jul 2023 at 01:38 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.
  • Click "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.
  • Click "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.
  • Click "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.
  • Click "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.
  • Click "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.
  • Click "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 "CC Invoices or Quotes to Company" to ON.
  • Click "Update."




Set an Email Notification to Confirm Payments to Clients

When recording a check or cash payment, you can email a payment notification to the client confirming receipt of payment. Set the default for the Payment 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 Payment Notifications" to ON.
  • Click "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.
  • Click "Update."




CC Payment Notifications to Company

When a payment email is sent to a Client, a copy of this email can be sent to the company email address. If you prefer not to receive copies of this email, then you can choose to switch these off.

To turn off CC Payment Notifications to Company:
  • Navigate to: Admin > Settings > Invoicing > Invoicing Options
  • Toggle "CC Payment Notifications to Company" OFF
  • Click "Update."

Detailed Instructions....



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