Settings

Settings
All invoice settings can be customized in the Management Portal > Settings cog > Accounts Invoices. Some Invoice settings can be also be customize...
Mon, 11 Jul, 2022 at 4:59 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...
Mon, 4 Jul, 2022 at 1:50 PM
Invoice Prefix and Automatic Sequential Numbering
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 com...
Mon, 4 Jul, 2022 at 1:52 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 Scroll ...
Mon, 4 Jul, 2022 at 1:53 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...
Mon, 4 Jul, 2022 at 1:54 PM
Invoice Prefix and Automatic Sequential Numbering
Invoice Prefix is the information positioned in-front of the Invoice Number, we use “INV -” as your default. You can change this to whatever your company wo...
Mon, 4 Jul, 2022 at 1:55 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...
Mon, 4 Jul, 2022 at 2:01 PM
Integrating CRM Invoicing with your Accounting Software
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 ...
Fri, 22 Jul, 2022 at 1:02 PM
How do I automatically Convert an Invoice from a Draft Status to an Open Status?
Invoices that are attached to Jobs as a Draft Invoice can automatically be Converted to an Open Invoice when the Job is created or when the Job is completed...
Mon, 25 Jul, 2022 at 12:27 PM
Xero Invoice Settings
There are certain settings that are available to you to customize the information that is sent to your Xero Invoices, to access these settings in the Manage...
Mon, 4 Jul, 2022 at 2:10 PM