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Home > Knowledge Base > Settings > Invoicing & Payments > Invoicing & Payments
Home > Knowledge Base > Settings > Invoicing & Payments > Invoicing & Payments

Invoicing & Payments

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 14:30 on 9 August 2019

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