Configure Invoices

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: Unit Price Quantity Product Date Range $0 Product Line Items
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: Country code in front of VAT number EU VAT breakdown in Euros NZ GST breakdown in NZD UK VAT breakdown in GBP
Document Settings	Choose whether or not to show in PDF version of the invoice: Page Number History Page break between each child 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.
Public URL Expiration Time	This setting determines how long public invoice links remain active before they expire. What it applies to: Invoice links sent by email Public invoice links copied from the application Allowed values: Default: 60 days (5,184,000 seconds) Minimum: 60 days Maximum: 2 years (63,115,200 seconds) This setting applies at the time a link is generated. If a link is generated again later (for example, by resending an invoice or copying the link again), its expiration is recalculated using the current setting.

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.