Advanced Invoicing
This screen controls how invoices, statements and payment reminders work for your customers, including account-based orders, due dates and how you notify people about what they owe.
What you can do here
- Send statements covering the previous period monthly, quarterly, six-monthly or yearly
- Choose whether statements and reminders go out by email, SMS, or both
- Set the standard number of days until an invoice is due
- Set your default bank account and manage your payment locations
- Edit the standard email content sent with invoice reminders and statements
Step by step
- Go to Advanced Invoicing in the Advanced menu.
- Choose how often you`d like statements sent (monthly, quarterly, six-monthly or yearly).
- Set your default due days and default bank account under Default Settings, and check your payment locations.
- Turn on email and/or SMS notifications for statements and reminders (SMS costs $0.10 per message).
- Review and update the email content used for reminders and statements, including the Accounts Reminder Email.
- Save your changes.
Tips
- SMS reminders are handy for customers who don`t check email often, just remember they`re charged at $0.10 each.
- Keep your email content friendly but clear about due dates, it saves you having to chase payments later.
- Check your default bank account details are correct before sending your first batch of statements.
Ask the assistant
AI assistant support for this screen is coming soon.