Getting Setup for Invoicing

Modified on Tue, Jan 21 at 9:58 AM

To make sure your invoices look complete and professional, we suggest following these couple steps.

1. On the Portal Settings page, we suggest making sure your company name, company address, company phone, company email address and company website (if you have one) are filled in and accurate, as these will be shown on the invoice.

2. Staying on the Portal Settings page, under the Invoicing Settings, you will see the 3 input areas, as pictured below.

The Next Invoice Number is automatically set for you, but you can change this, if needed. This field must be only numbers and we suggest not going beyond 8 digits.
Next, upload your own company logo in the Upload Invoice Logo area. This can be a png, jpg, jpeg or gif image. The logo must be no more than 350px in width and the height should be proportional to the width. Once the logo in uploaded, create a PDF invoice to see what it will look like.
Lastly, you will find the Invoice Message text area. This message will be automatically added to the Invoice Notes area of every invoice. This is automatically prefilled with "We appreciate your business!", as shown below. You can change this, leave it or remove it, so it is blank. No more than 255 characters long. So, for example, if you have a strict return/refund policy, you can place that policy here so it is placed on every invoice for customers to see.

3. Staying on the Portal Settings page, under the Custom Fields section, if you want to use the custom fields on the invoice, you will need to make sure they are accurately named. Also, if you want them to show on the invoice, you must make sure the Custom Field X Visible field is set to Yes. You do not have to use all 3. You can make 1, 2 or 3 fields visible. For example, if you only need 2 custom fields, set custom field 1 and 2 to visible and set custom field 3 to not visible.

That's it, you are ready to start creating invoices!

Learn to create invoice from appointments, click here.

Learn to create invoice from scratch, click here.