Invoice Settings

Invoice

Invoice Prefix

Next Number

Invoice Footer

Show Tax ID On Invoices

value="1" id="customSwitch1"> Show Tax ID

Invoice Late Fees

value="1" id="customSwitch2"> Enable Late Fee

Late Fee %

We recommend updating the invoice footer to include policies on your late charges. It is added as a line every 30 days after the invoice's due date, while payment reminders are on.

Email address to notify when invoices are paid online (Ideally a distribution list/shared mailbox)

0; })); ?>

Reminders and Statements

Payment reminders go to each client's primary and billing contacts while an invoice is still owed, with a button to view and pay it. A client can be left out of reminders and statements on the Billing tab of its Edit window. Late fees above come every 30 days late, while reminders are on.

data-reminder-input> Email payment reminders

Before it is due

days

After it is due

days late

Then every

days until paid

0 for no more after the last one.

data-reminder-input> And on the due date

Reminders go . An invoice a recurring autopay charges on its due date isn't reminded before then.

> Email a statement each month to every client with a balance

Their open invoices, how late each is and what is owed, as a PDF too.

> Attach the PDF to invoice, quote, reminder and statement emails

The default in each Send window, and what reminders, statements and recurring invoices do.

Recurring Invoice

Recurring Prefix

Next Number

Billing Time

How the time logged on a billable ticket becomes hours on an invoice - in Unbilled Time, a ticket's Invoice window and Add Tickets. Each ticket's time is rounded once, as a whole. It is billed at the client's hourly rate, or the default rate in Defaults when the client has none.

Round to

Rounding

Least a ticket bills

Once it has any time logged. A ticket with none bills nothing unless the hours are typed.

Invoice line

The name of the line the time goes on. The ticket number, subject and date go in its description.