Guides

How to use: Access invoice settings by opening "Invoices" under the PAYMENT section in settings. Design invoice templates by customizing layout, colors, and branding—add logo, company information, adjust positioning. Configure invoice numbering format using prefixes, sequential numbers, suffixes—create format like INV-2024-0001. Set starting invoice number if migrating from another system—begin at specific value rather than 1. Configure default due date for payment terms—due on receipt, net 15, net 30, net 60 days applied automatically. Set up automatic late fees applied when invoices unpaid past due—percentage or fixed amount with grace period. Create line item templates for commonly invoiced items—speeds invoice creation with pre-filled descriptions and prices. Configure tax calculation including single or multiple rates, compound taxes, or tax-exempt handling. Set up discount options: line-item discounts, subtotal discounts, or promotional code application. Define payment terms and conditions appearing on invoices—return policy, late fees, accepted methods. Configure invoice footer with banking details for wire transfers, check instructions, or legal disclaimers. Set up multi-currency invoicing for international clients—invoice in customer's local currency with conversion. Enable partial payment acceptance allowing customers to pay invoices in multiple installments. Configure invoice reminders sent automatically before and after due dates—customize frequency and messaging. Set up recurring invoices for subscriptions or regular services—define billing frequency and auto-generation. Create invoice approval workflows requiring manager review before sending—ensures accuracy. Configure credit note handling for refunds or adjustments—generate credit notes linked to original invoices. Set up invoice delivery: email automatically upon generation, manual download, or postal mail for traditional clients. Enable customer self-service portal where clients view invoices, payment history, and download copies. Configure invoice email templates with professional formatting and clear payment call-to-action. Set up invoice status tracking: draft, sent, viewed, partially paid, paid, overdue, written off. Define access permissions controlling who can create, view, edit, void, or delete invoices. Enable invoice attachments for supporting documents like timesheets or delivery receipts. Configure invoice analytics tracking total invoiced, outstanding receivables, average payment time, aging reports. Set up invoice sequences for different types or business units—separate numbering for divisions. Create deposit invoice templates for advance payments—link to final invoices upon completion. Configure write-off procedures for uncollectible invoices—requires approval and accounting integration. Set up invoice export formats compatible with accounting software—automate bookkeeping. Enable customer comments on invoices for questions or notes about specific charges. Configure multi-language invoices using customer's preferred language—useful for international business. Test invoice generation with samples—review formatting, calculations, and tax computations before sending to clients.