Table of Contents
Overview
If you don’t want to spend time manually creating or sending your invoices, you can set up Auto-Invoicing.
This is set up for each customer.
To set up Auto-Invoicing, go to Customers > Customers.Find the customer you want to set auto-invoicing up for and click the pencil button for that customer
On the customer’s Details tab, the auto-invoicing card has two tabs: Auto-Create Invoices and Auto-Send Invoices. (On the free Solo plan, Auto-Create isn’t available, and Auto-Send isn’t available on newer Solo accounts; you’ll see Upgrade to Unlock.)
Auto-Create Invoices
To turn on Auto-Creating of invoices, turn on the toggle next to “Enable Auto-Creating Invoices”
Select how often you want invoices created for this customer.
You can choose to have invoices created daily, weekly or monthly.
If you choose to have the invoices created daily, you will choose every weekday or every day.
If you choose to have the invoices created weekly, you will choose how many weeks between creating invoices and what day of the week they are created.
If you choose to have the invoices created monthly, you will choose which day of the month or which first, second, third, fourth or last weekday of the month your invoices will be created. You can also pick the last day of the month.
When finished click the green “Save” button.
Note:
– The invoices created will only include visits that have been completed since the last invoice for this customer. Visits from before you turned this on aren’t invoiced.
– The line items that were on the closed visits are what will be on the invoice.
Auto-Send Invoices
To turn on Auto-Sending of invoices, turn on the toggle next to “Enable Auto-Sending Invoices”
You will then select how often the invoices will be sent to this customer.
You can choose for the invoices to be sent daily, weekly, or monthly.
If you choose to have the invoices sent daily, you will choose every weekday or every day.
If you choose to have the invoices sent weekly, you will choose how many weeks between sending invoices and what day of the week they are sent.
If you choose to have the invoices sent monthly, you will choose which day of the month or which first, second, third, fourth or last weekday of the month your invoices will be sent. You can also pick the last day of the month.
When finished, click the green “Save” button.
Note: Auto-Send only sends invoices that already exist and haven’t been sent yet. It sends them by email, text or mail, based on the customer’s How This Customer Wants to Receive Invoices setting.
