Summary - Configure Invoices
- Feature
- Invoices
- You Need
- An understanding of how your company wants to customize invoices
- A branding guide for emails (optional)
- Code
- None
- Difficulty
- ◉◎◎◎◎
1. Go to Invoice Settings
2. Set Invoice Collection Method
| Field | Description |
| Invoice Issuing |
Automatic Payment - This method will automatically charge the billing method on file every time. Manual Payment - This method will send out an invoice to be paid by the customer every time. |
|
Payment Collection for One-Time Invoices |
Remittance Payment - Will send out an invoice to the customer when a one-time payment is issued. Immediately process the payment method on file - Will charge the payment method on file when a one-time payment is issued. |
3. Set Invoice Start Number
| Field | Description |
| Invoice Start Number | Sets the next invoice's number and all futures invoices to tick up from this number. This field will automatically update to the newest invoice number. |
4. Set Invoice Customization
| Field | Description |
| Invoice Logo | Upload a logo to display on the invoice. The logo will need to be smaller than 10MB. |
| Merchant Information Displayed | Can choose what information about your company will be on the invoice. You can add or remove your business name, address, and phone number. |
| Recipient Name | Can choose whether you would like to display the recipient's name, the recipient's business name, or any combination of the two, including none at all. |
| Recipient Address | Can choose whether you would like to display the recipient's shipping, the recipient's billing address, no address, or one as a backup. |
| Ship to Recipient Name | Can choose whether you would like to display the recipient's name, the recipient's business name, or any combination of the two, including none at all. |
| Ship to Recipient Address | Can choose whether you would like to display the recipient's shipping, the recipient's billing address, no address, or one as a backup. |
| Line Item Elements |
Can choose whether or not to display:
|
| Previous Balance Due | Can choose whether or not to display the previous balance on an invoice. |
| Invoice Memo | Add a Memo message on every invoice. You can choose whether or not the memo can appear on a new page of the invoice. |
|
Payment Instructions |
Add a Payment Instruction message on every manual payment invoice. |
| Tax |
Choose whether to include on an invoice:
|
| Document Settings |
Choose whether or not to show in PDF version of the invoice:
Name on child invoice - Choose whether to show the contact or organization name on the child invoice. Show child invoices - Choose whether to all child invoices on a parent invoice or just ones with activity. |
| Credit Note Settings | Choose whether or not to display credit note details on an invoice. |
5. Set Email Settings for Automatic Payments
| Field | Description |
| Send email when invoice issued for automatic payment | When enabled, invoices will be sent to customers with automatic payments Customizing the email can be done using the "Edit Template" button. |
| Edit Template | Will edit the default email being sent out for this invoice type. |
| Send an email even when the total is $0 | Based on the option selected, it will send or not send the email and invoice an invoice if the total is $0. |
| Attach PDFs to emails when they are sent | If enabled, will send a PDF copy of the invoice in the email. |
6. Set Email Settings for Manual Payments
| Field | Description |
| Send email when invoice issued for manual payment | When enabled, invoices will be sent to customers with manual payments. Customizing the email can be done using the "Edit Template" button. |
| Edit Template | Will edit the default email being sent out for this invoice type. |
| Send an email even when the total is $0 | Based on the option selected, it will send or not send the email and invoice an invoice if the total is $0. |
| Attach PDFs to emails when they are sent | If enabled, will send a PDF copy of the invoice in the email. |
7. Set Email Settings for Multiple Invoices
| Field | Description |
| Edit Template | Will edit the default email being sent out for this invoice type. |
| Attach PDFs to emails when they are sent | If enabled, will send a PDF copy of the invoice in the email. |