Formitize User Guide

Tax Rates cannot be removed from the Invoice PDF as that is the standard format of our invoices. However, this dropdown in the invoice can be left blank so ...

When in the invoice section of creating a job type template, 200- Sales is a default account and refers to the account that the paid invoice will go into, a...

To change your invoice reminders this can be done in the Web Portal, by going to the Settings Cogs > Accounts > Invoices - Accounts Assist > Outsta...

There is a setting that you can use to choose whether to automatically updated an invoice date to match the new date that the job has been moved to or wheth...

For your draft invoices to go through to Xero, you need to update your Accounting Package Settings. This can be done in the Web Portal by going the Sett...

To prevent invoice emails from being flagged as spam, consider including the invoice link through a Placeholder when sending out reminders or emails related...

To have your new company information and updated logo to show on your invoices, you will have to re-generate the invoices that already existed before the ch...

Invoice csv files are available in your Web Portal > CRM > Reports > Invoices.   There are various filters available, once you have the detail ...

If the invoice is being sent to an existing contact you are able to go into their contact card and edit or add in the new details. To do this in your Web Po...

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...