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...
Thu, 12 Jan, 2023 at 2:18 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...
Wed, 3 Jul, 2024 at 12:47 PM
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
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, 18 Aug, 2023 at 1:56 PM
This sets the default Payment terms for your account. To customize these settings Select Settings cog from the top menu bar. Accounts Invoices Scrol...
Thu, 6 Apr, 2023 at 2:19 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...
Fri, 14 Jun, 2024 at 12:38 PM
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 Web Po...
Thu, 6 Apr, 2023 at 2:28 PM
You are able to customise certain options that appear on your Invoice PDF from the Web Portal, Select Settings cog from the top menu bar. Accounts Inv...
Thu, 6 Apr, 2023 at 2:41 PM
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