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
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 com...
Mon, 4 Jul, 2022 at 1:52 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
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...
Thu, 6 Apr, 2023 at 2:18 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...
Mon, 30 Oct, 2023 at 1:00 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