From within the Billing Settings page, you can easily customize your invoice settings to fit your firm's needs. You can customize the:
Invoice preferences such as Starting Invoice Number, Billing Email, and more
Invoice Preferences
Your firm can customize each of the following under the firm's Invoice Preferences:
Setting | Description |
Starting Invoice Number | Set the minimum invoice number for the next generated invoice. |
Currency | Select which currency, USD or CAD, that your firm will use for invoicing. Note that all invoices will use the selected currency. |
Billing Email | The email address that clients will see when paying through the portal as well as on the PDF of the invoice |
Billing Address | The physical address that clients will see when paying through the portal as well as on the PDF of the invoice |
Due date days | This value will be used to automatically calculate the Due Date based off a given Invoice Date. For example, if "Due date days" is set to 15, and you create an invoice with "Invoice Date" as 4/15, then the "Due Date" will automatically be set to 4/30 |
Representative | Set the default team member who the client will view as sending the invoice |
Email Template | Customize the wording in the email that will be sent when you create an invoice. Note that currently the subject line is not customizable and will display as "Invoice #[invoice number] From [Your Firm's Name]" |
Allowed Payment Methods | Determine which payment methods your staff can select from when creating invoices |
Client Reminders | Set a default for the number of days that should pass between invoice reminder emails |
GST Registration Number | For Canadian billing users, add the GST Registration number to your firm's invoices |
Customize Invoice Columns
Select which columns should display by default in your firm's invoices. Do note that your staff members can choose to modify the displayed columns on specific invoices, if needed, by clicking "Customize" at the bottom of the "Create Invoice" panel:
Customize Time Entry Description
For Unbilled time entries, create a default description to display in the invoice based on the following attributes:
Team Member Name
Notes taken via the Timer
Project Name
Accounting Period
Task Name, and
Service Description from the Service Item
Please note that if any of the above properties are empty, then the displayed text will also be empty. For example, suppose the default description is {{member_name}}: {{notes}}, and staff member "Shahram" didn't add any notes to their unbilled time entry. Then, the default description would show as "Shahram: ".