invoicing
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invoicing [2014/10/16 08:06] Lisa Adams |
invoicing [2014/11/04 09:33] 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 ^ | ^ 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 be 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 be 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 | | + | |
invoicing.txt · Last modified: 2014/11/04 09:33 by Lisa Adams
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