Set A Default Invoice Type For All Clients

Modified on Fri, 4 Nov, 2022 at 6:21 PM

In Client Settings, you can choose to set all new clients created to have a default Invoice Type. Introducing a “default” option saves a lot of administrative time when setting this value every time for each client you create.

Note: "Default" sets all NEW clients from this point forward to have an Invoice Type, but does not change previously set clients.

Read more about Invoice Types:

Invoice Types are used with "Bulk Invoicing" and "Repeat Services." Invoice Type is a client setting that helps you schedule repeat services for clients, allows you to invoice clients in groups by different billing cycles and allows you to set different due dates on invoices.

Clients may want to be billed for different time periods (weekly, monthly), and may want to pay in different ways (receive an invoice vs. have credit card charged automatically). Or, they may be a "Vacation" client who gets billed before their vacation. Invoice Type allows you to segment clients for easier and quicker scheduling and invoicing.

Applying a Invoice Type to a Client happens in Client Admin> Settings.

Using Invoice Type allows you to do the following:

1. Group Clients by their typical payment method so you can quickly Run Invoices.

2. Group clients by their typical payment method so you can quickly Schedule Recurring Services.

3. Select a specific group of clients, such as all Recurring clients and email them in Bulk.

How Do I Set A Default Invoice Type For All New Clients?

Navigation: Admin > Settings > Client Settings > Default Invoice Type

Select your required default Invoice Type from the drop down list.
Click "Update.

Change the Default Invoice Type in Client Settings in Dog Daycare Software

All new clients created will now have your default Invoice Type set.