Settings
All invoice settings can be customized in the Web Portal > Settings cog > Accounts > Invoices. Some Invoice settings can be also be customize...
Wed, 3 Jul, 2024 at 10:05 AM
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...
Tue, 20 May, 2025 at 1:07 PM
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...
Tue, 20 May, 2025 at 1:06 PM
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...
Tue, 20 May, 2025 at 1:04 PM
Formitize CRM has a two-way integration with Xero and Quickbooks You can set up your Accounting Software Integration from the Web Portal > Settings cog ...
Tue, 20 May, 2025 at 1:08 PM
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...
Fri, 2 Aug, 2024 at 1:56 PM
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...
Wed, 7 Aug, 2024 at 10:19 AM
The Default Email Attachments lets you add an attachment such as Terms & Conditions or another Resource Document to send automatically with your Invoice...
Thu, 20 Jun, 2024 at 12:56 PM
Your business Bank Account details can be added together with your Invoice Payment Terms & Conditions. To add your Bank Account details and any other...
Tue, 20 May, 2025 at 1:03 PM