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)

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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.

Billable Expenses

An expense for a client can be billed on to them - it waits in Unbilled Time and goes on their invoice at what it cost, less any refund, plus a markup. A recurring expense can be billed on each time it records one.

Default markup

What a billable expense starts with - 0 bills it at cost. Each expense can have its own.

Trips and Mileage

An agent driving their own vehicle is paid back for the distance: Pay Mileage on the Trips page makes their trips a mileage expense they paid personally, to pay back with Reimburse. A trip for a client can be billed to them from Unbilled Time, beside their tickets and expenses.

Distance in

For every trip, the rates below and the reports. Distances already logged aren't converted.

Paid back a

For driving their own vehicle - your reimbursement rate, such as the IRS standard mileage rate. Empty turns paying back off.

Mileage goes under

The expense category of the mileage paid back. The expenses are to the vendor Mileage, made the first time.

Billing trips

Trip charge

What each billable trip bills to start with.

Billed a

For the whole trip, there and back.

The charge covers the first

The rate bills only the distance beyond it. Empty bills all of it.

Invoice line

What a trip is called on the invoice. What it was for, the route, date and distance go in its description.

The price can be changed in Unbilled Time before it goes on.