invoicing
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invoicing [2014/10/08 09:42] Lisa Adams |
invoicing [2014/10/22 09:31] Lisa Adams |
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| - | **Setup > Billing > Invoicing** | + | ===== Invoicing Options ===== |
| - | Functions to set: | + | [[https://billing.snapbill.com/setup/billing/invoicing|Setup > Billing > Invoicing]] |
| - | **Invoicing Options** | + | ^ Function ^ Sub-Functions ^ Description ^ |
| - | + | | Next Invoice Number | | This will be the next invoice number used you may also want to use {client}/(Invoice Number)to quote the client number first | | |
| - | * Next Invoice Number | + | | Next Client Number | | This will the next number assigned to your next client, a combination of letters and numbers can be used. | |
| - | * Next Client Number | + | | Invoices and Statements via Email | | Select whether to send Invoices and Statements attached as a PDF or not. | |
| - | * Invoices and Statements via Email | + | | Payment Processed Emails | | Select whether or not to send a notification to your client once their payment is processed. | |
| - | * Payment Processed Emails | + | | Invoice Ahead | | Configure your invoices to be sent ahead of its due date | |
| - | * Invoice Ahead | + | | Date Automatic (recurring and service) Invoices | | This will the due date set on all auto-generated invoices | |
| - | * Date Automatic (recurring and service) Invoices | + | | Automate Emailing of Invoices | | Select whether or not to have invoices automatically sent to clients, if not you will need to manually send each invoice. | |
| - | * Automate Emailing of Invoices | + | | Quote or Proforma | | Select whether to have Proforma Invoices or Quotations, once accepted by the client these will convert into invoices | |
| - | * Quote or Proforma | + | |
invoicing.txt · Last modified: 2014/11/04 09:33 by Lisa Adams
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