This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Last revision Both sides next revision | ||
invoicing [2014/10/16 08:06] Lisa Adams |
invoicing [2014/10/22 09:31] Lisa Adams |
||
---|---|---|---|
Line 1: | Line 1: | ||
- | **Setup > Billing > Invoicing** | + | ===== Invoicing Options ===== |
- | Functions to set: | + | [[https://billing.snapbill.com/setup/billing/invoicing|Setup > Billing > Invoicing]] |
- | + | ||
- | **Invoicing Options** | + | |
^ Function ^ Sub-Functions ^ Description ^ | ^ Function ^ Sub-Functions ^ Description ^ | ||
- | | Next Invoice Number | Row 1 Col 2 | Row 1 Col 3 | | + | | 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 Client Number | some colspan (note the double pipe) || | + | | Next Client Number | | This will the next number assigned to your next client, a combination of letters and numbers can be used. | |
- | | Invoices and Statements via Email | Row 3 Col 2 | Row 3 Col 3 | | + | | Invoices and Statements via Email | | Select whether to send Invoices and Statements attached as a PDF or not. | |
- | | Payment Processed Emails | Row 3 Col 2 | Row 3 Col 3 | | + | | Payment Processed Emails | | Select whether or not to send a notification to your client once their payment is processed. | |
- | | Invoice Ahead | Row 3 Col 2 | Row 3 Col 3 | | + | | Invoice Ahead | | Configure your invoices to be sent ahead of its due date | |
- | | Date Automatic (recurring and service) Invoices | Row 3 Col 2 | Row 3 Col 3 | | + | | Date Automatic (recurring and service) Invoices | | This will the due date set on all auto-generated invoices | |
- | | Automate Emailing of Invoices | Row 3 Col 2 | Row 3 Col 3 | | + | | 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. | |
- | | Quote or Proforma | Row 3 Col 2 | Row 3 Col 3 | | + | | Quote or Proforma | | Select whether to have Proforma Invoices or Quotations, once accepted by the client these will convert into invoices | |
- | | Row 3 Col 1 | Row 3 Col 2 | Row 3 Col 3 | | + | |