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Invoice, Estimates, & Receipts Settings

 

To get to your Invoice, Estimates & Receipts settings go to the gear icon on the top right of the screen.

 

 

 

Once in settings click the “Invoice, Estimates, & Receipts” tab.

On this page you see these settings:

Default Invoice Messages

Notes Visible to Customer: Any notes you want to appear on all invoices.

Terms: The terms you’d like to appear on all invoices such as “Please pay all invoices within 15 days of receipt”.

 

Default Estimate Settings 

Notes Visible to Customer: Any notes you want to appear on all estimates.

Terms: The terms you’d like to appear on all invoices such as “Please pay all invoices within 15 days or receipt”.

 

Default Invoice Email Settings

Default Invoice Email Template: The default email template for all invoices.

Attach PDF of Invoice to Email: If this is checked, a PDF will be attached to new invoice emails

 

 

 

Preferred Invoice Send Method: How you prefer Invoices to be sent.

Default Invoice SMS Settings: The default text template for Invoices

Default Estimate Email Settings: The default email template and whether you want a PDF to be sent with the emailed Estimate.

Default Estimate SMS Settings: The default text template for Estimates

Default Receipt Email Settings:  The default email template for receipts and whether you want a PDF sent with the emailed receipt.

Default Document Email Setting: Choose if you want a PDF sent with the emailed document.blank

 

 

Invoice Address Settings

Show Our Phone Number: If checked, the customer’s phone number will be shown on the printed or emailed invoice.

Show Our Email Address: If checked, the customer’s email address will be shown on the printed or emailed invoice.

Show Our Website URL: If checked, your website URL will be shown on the printed or emailed invoice.blank

 

 

 

Invoice Settings

Late Fee Rules: You can set terms for more than 1 late fee.

Example: After 15 days the late fee is $5 and after 30 days the late fee is $10 and so on.

Select how many days until the invoice is considered “late” and what the fee is. The fee can be a % or an exact amount.blank

 

 

 

Hide Outstanding Balance: If checked, the outstanding balance amount will be hidden on the printed or emailed invoice.

Show Rubber Stamp Image: If checked, the Pending, Draft, Paid in Full and Past Due Stamp will be shown on the printed or emailed invoice.

Default Invoice Date: Select what you want to the default invoice date to be. This is also the date your late terms start counting from.

The options include:

The date invoice was sent, the date the last service was added to the invoice before it was sent, or the invoice date is not changed.

Show Invoice Due Date: If checked, the due date will be shown on the printed or emailed invoice.

Set Default Service Date: If checked, an invoice will automatically be created with today’s date.

Show Credit Available: If checked, it will show the customer’s available credit on the printed or emailed invoices.

Automatically Apply Customer Credit to Invoice: If checked, whenever an invoice is created for a customer and that customer has a customer credit available, it will automatically apply the customer credit to the new invoice.

Show “Visit Closed Time” on the invoice: If checked, the time the visit was closed will appear on the invoice.

Show Tips on Invoices and Allow Customers to leave Tips When Paying– If checked, tips will show on invoices, and your customers can leave you a tip while paying the invoice.

Default Tax Rate: This is the default tax rate that will be set on all invoices, etc. This can be overridden by setting a different tax on an item / service OR by making a customer tax-exempt.blank

 

 

Updated on February 25, 2022

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