Setup Invoice Management allows your business to set parameters, due dates, expiration dates, details and follow up plans for Invoicing & Estimates. To get started, go to Setup > Setup Invoice Management and checkout these points below:
Enable Invoices Checkbox - When enabled, will display the Send Estimates button on the Checkout page.
Invoices Due Within ____ Days - Enter the number of days that an invoice should be due in, the software will default the Expiration Date based on this number. The date can be edited or removed by the worker in Checkout as needed.
Enable Tips During Invoice Payment - Enabling will display an option to add tips from the invoice payment page. The default tip values are 15%, 20%, 25% and an option for other to manually enter.
Enable Invoices Checkbox - When enabled, will display the Send Estimates button on the Checkout page.
Enable Estimates Checkbox - When enabled, will display the Send Estimates button on the Checkout page, it is required to also enable Invoices if Estimates are enabled because Estimates become Invoices.
Estimates Expire After ____ Days - Enter the number of days that an estimate should be valid to accept, the software will default the Expiration Date based on this number. The date can be edited or removed by the worker in Checkout as needed.
Minimum Amount Due to Book - Enabling and entering a percent here will require a payment before an associated appointment to the payment can be booked. Additionally, you can select if the percent should be on the Ticket Total, Service Total or Product Total.
Estimates Additional Text - Add any additional business details and information to the Invoice here. The business logo, name, address, phone and email will display at the top of the Invoice.
INVOICE MESSAGES
Setup Invoice Initial Messages - When you click Send Invoice from Checkout, there will be an option to send an email or text. This page allows you to customize the messages sent and plan for the system to automatically send reminders to unpaid invoices.
Merge Field - Click the drop down to select which value should be entered into the message. For example, Client First Name, Client Last Name, Due Date, Invoice Link etc.
Initial Invoice Text Message - Enter the text message and use the merge fields to customize the text message sent for the first time the invoice is sent.
Initial Invoice Email Subject - Enter the email subject and use merge fields for the first time the invoice is sent.
Initial Invoice Email Message - Enter the email message and use the merge fields to customize the text message sent for the first time the invoice is sent.
Send a Reminder after ____ Days - Enable the checkbox and enter a number of days that the system should automatically resend an invoice reminder for any unpaid invoice tickets.
Invoice Reminder Text Message - Enter the text message and use the merge fields to customize the text message sent for the follow up reminder invoice.
Invoice Reminder Email Subject - Enter the email subject and use merge fields for the follow up reminder invoice.
Invoice Reminder Email Message - Enter the email message and use the merge fields to customize the text message sent for the follow up reminder invoice.
ESTIMATE MESSAGES
When you click Send Estimate from Checkout, there will be an option to send an email or text. This page allows you to customize the messages sent.
Merge Field - Click the drop down to select which value should be entered into the message. For example, Client First Name, Client Last Name, Due Date, Invoice Link etc.
Initial Estimate Text Message - Enter the text message and use the merge fields to customize the text message sent for the first time the estimate is sent.
Initial Estimate Email Subject - Enter the email subject and use merge fields for the first time the estimate is sent.
Initial Estimate Email Message - Enter the email message and use the merge fields to customize the text message sent for the first time the estimate is sent.
Send a Reminder after ____ Days - Enable the checkbox and enter a number of days that the system should automatically resend an estimate reminder for any unaccepted estimate tickets.
Estimate Reminder Text Message - Enter the text message and use the merge fields to customize the text message sent for the follow up reminder estimate.
Estimate Reminder Email Subject - Enter the email subject and use merge fields for the follow up reminderestimate.
Estimate Reminder Email Message - Enter the email message and use the merge fields to customize the text message sent for the follow up reminder estimate.