Invoicing settings

Invoicing options

To customise your invoicing settings go to:

• Setup >> Services >> Billing >> Invoicing

Makes changes to any of the fields there and save to confirm:

Next invoice number and Next client number

Use this area to set your custom invoice and client numbers. Use $client for the client number eg. $client/0068.

Invoices and statements via email

This option controls whether a pdf copy of the invoices and statements you generate should be attached to the html emails they are issued on. Emails can be sent with or without a pdf attachment. If you choose to send your emails without pdf attachments you still have the option to manually download and issue pdf's. To do this follow the steps and tutorial below:

• Go to the clients account in SnapBill
• Click on the invoice number in the Invoices table or the Statement option in the navigation menu
• Click Download PDF
• A pdf copy of your invoice will open and you can review and save it

Payment processed emails

This setting determines what should automatically happen after you process a clients payment. We can send nothing, send only a statement via email, send only a payment processed email via email or send both.

Invoice ahead

This setting applies to automatically generated invoices made by charges or services. It determines how far ahead of the due date we should send invoices. You can choose from sending the invoice on the due date to sending a full month before due date.

It is recommended to issue automated invoices at least a week before due date to give your clients ample time to make payment.

Date automatic invoices

This setting also applies to automatically generated invoices made by charges or services. It determines what date should appear on generated invoices. You can choose to put the date of the day on which the invoice was generated or the first day of the month they due. Read more about automatically dating invoices here.

Automatically email invoices

This setting also applies to all quotes and invoices generated in SnapBill.SnapBill is set to by deault issue quote and invoices to clients via email when you create them. If you want to use SnapBill as a back end only service or if you want to manually send out invoices we suggest turning the Automatically send invoices feature off.