Add your Bank Account details to an Invoice
Your business Bank Account details can be added together with your Invoice Payment Terms & Conditions. To add your Bank Account details and any other p...
Fri, 22 Apr, 2022 at 1:39 PM
Adding or removing a Remittance Advice on the Invoice PDF
Your invoice can include a remittance payment details section. This is a section at the bottom of invoices that is designed for your customer to manually cu...
Fri, 22 Apr, 2022 at 11:39 AM
Can I Convert an Invoice to a Job?
Yes, you can Convert a Formitize Invoice to a Job in both the Management Portal and the App In the Management Portal,   Open the Invoice you would like t...
Fri, 22 Apr, 2022 at 1:55 PM
Can I take Card Payments with Formitize?
Yes. You can take payments through Formitize. If you would like to take immediate card payment, you will need to set up an account with   To ta...
Fri, 22 Apr, 2022 at 1:14 PM
Default Invoice Email Attachments
The Default Email Attachments lets you add an attachment such as Terms & Conditions or another Resource Document to send automatocally with your Invoice...
Fri, 22 Apr, 2022 at 1:35 PM
Default Invoice Payment Terms
This sets the default Payment terms for your account. To customize these settings   Select Settings cog from the top menu bar. Accounts Invoices Scrol...
Fri, 22 Apr, 2022 at 12:36 PM
Do Line Items need to have an Item code?
Line Items do not need to have an Item Code
Fri, 22 Apr, 2022 at 12:58 PM
How do I add a One-off attachment to an Invoice?
To add a One-off Attachment the Invoice need to first be created and saved. Once you have saved the Invoice you can edit it and add one-off attachments.   ...
Fri, 22 Apr, 2022 at 1:42 PM
How do I add Line Items to an invoice?
You are able to add Line Items through your settings,   Select Settings cog from the top menu bar.  Accounts Items Select the green + New Item button t...
Fri, 22 Apr, 2022 at 12:55 PM
How do I add one off comments for customers to see on an Invoice?
One off Notes can be added to your Customers Invoice using the Notes section above the Payment Details, these notes will appear on the Invoice PDF.
Fri, 22 Apr, 2022 at 1:01 PM