Before you start sending Invoices and Requests for payment

Setup

Before you start creating and sending Invoices you need to complete the following setup.

Invoice Numbering and Payment Terms

a) Go to Settings

b) Scroll down to Invoicing & Payments

c) Click Numbering & Terms

• Enter or update the number that you would like into be used for the first or next invoice. Th number is automatically incremented by 1 each time a new invoice is created.
• You can optionally set zero value items to be included on invoices
• Set the number of days after the invoice date that you expect an invoice to be paid by
• Enter Payment Details such as bank name, account and sort code for BACS transfers
• Enter other relevant information such as company registration details and registered address

d) Click the 'Update' button

Invoice Notification Email templates

a) Go to Settings

b) Scroll down to Invoicing & Payments

c) Click Notifications - here you can update the 3 main invoice notification templates

d) Select the template you wish to edit from the Sub menu (defaults to Invoice)

• Invoice : this email is sent with a PDF of the invoice attached
• Invoice Reminder : you can create one or more reminder emails. Be sure to give each one an appropriate name e.g. Reminder 1, Reminder 2 etc
• Invoice Thank you : this email is sent automatically when an invoice is fully paid

e) In each case, if no template exists or if you need to create an additional one, click the '+ Notification' button and click the 'Save' button after making any changes.

You can also choose a Template to wrap around each notification. Templates are defined in the Mailings module.

Reminders

a) Go to Settings

b) Scroll down to Invoicing & Payments

c) Click Reminders

Last updated 16:35 on 6 July 2024