Advanced Invoicing Settings
The Advanced Invoicing settings page controls how the system generates invoice emails, statements, and reminders for your account customers. You set up the rules and content once, and the system automatically sends the right invoice, statement, or reminder email when it`s due.
What you can do here
- Set the default number of days customers have to pay an invoice.
- Choose the default payment location or bank account shown on invoices.
- Set how often statements are sent to account customers.
- Configure when and how often invoice reminders go out.
- Edit the email content used for statements and reminders.
- Turn on SMS reminders, where this option is available.
Step by step
- Go to Settings > Advanced settings and Open Invoicing Settings .
- Set your default invoice due days
- Choose the default payment location or bank account you want to appear on invoices.
- Set your statement frequency, such as weekly or monthly.
- Set up your invoice reminder rules, including how many reminders to send and when.
- Update the email content for statements and reminders so it sounds like you.
- If SMS reminders are available, turn them on and check the message wording.
- Save your settings - the system will handle the rest automatically.
Tips
- You don`t need to send invoice, statement, or reminder emails manually - once your settings are saved, the system takes care of it.
- Keep your email content warm and clear so customers know exactly what`s owed and when.
- Check your default due days match your usual payment terms for account customers.