Invoicing Setup
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to setup Invoicing for your Agency.
Related Article
Video
Instructions
1. Navigate to to the Invoicing Module.
2. Select Invoice Setup.
3. Enter any Notes that you need.
4. Select the Email section.
5. Outgoing Email Address - Option #1:
- Use the Default Email (invoice@firstduesizeup.com).
6. Outgoing Email Address - Option #2, Step 1:
- Select Use specified agency email address and enter the email address to use. See the Related Article "Inspection Type Part 4 – Email" Step 9.
- Entering the Token Names and Values for an Inspection Type will allow you to use the same agency email address domain as the outgoing email address for Invoices.
7. Outgoing Email Address - Option #3:
- Use Custom Sender Name (No-Reply is default, change to what you need).
- See example below.
8. Toggle on to have an option to CC the Invoice to the signed in user:
9. Enter default recipient(s) for outgoing Invoice Reports. Email addresses outside of your agency personnel can be added.
- Check CC Me to always include the signed in user as a default recipient.
10. Enter text for the email message body. Use the formatting tools to format your text.
11. Next, select the System Options tab.
12. Toggle on to make a unique 9-diget Reference ID, if needed.
13. Enter Payment Terms:
- Days from creating Invoice to Due Date.
- 30 Days is default.
14. Enable Automated Invoice Actions to Auto-Switch Invoice Form Based on Days Overdue (#1).
- Set number of days (#2).
- Set Before/After due date (#3).
- Set form to switch to (#4). If the form shouldn't change, select the "Keep Current Form" option.
- Enable Auto Email to deliver the updated Invoice via email to the Invoice Contact (#5).
- Select "+" to add a row and then set data (#6), repeat steps 2-5.
15. Select Save when done.
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