Formitize User Guide

All invoice settings can be customized in the Web Portal > Settings cog > Accounts > Invoices. Some Invoice settings can be also be customize...

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...

Invoice Prefix is the information positioned in-front of the Invoice Number, we use “INV-” as your default. You can change this to any number that your comp...

This sets the default Payment terms for your account according to how long a customer has to pay their invoice before it is considered overdue. You can have...

Formitize CRM has a two-way integration with Xero and Quickbooks You can set up your Accounting Software Integration from the Web Portal > Settings...

There are certain settings on the Formitize side, that are available to you to customize the information that is sent to your Xero Invoices, to access these...

You are able to customise your default Invoice PDFs easily with the options available through both the Web Portal settings.   In the Web Portal, go to the...

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