Formitize Help Desk

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...

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...

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...

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 Stripe.com.   To ta...

The Default Email Attachments lets you add an attachment such as Terms & Conditions or another Resource Document to send automatocally with your Invoice...

This sets the default Payment terms for your account. To customize these settings   Select Settings cog from the top menu bar. Accounts Invoices Scrol...

Line Items do not need to have an Item Code

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.   ...

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...

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.