Formitize Help Desk

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 exisiting contact you are able to go into their contact card and edit or add in the new details. To do this in your Web P...

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...

The Invoice Email is the default text or template when you are sending an Invoice via Email. You can set this up by going to your Web Portal > Select Se...

To customize your Default Payment Account in the Web Portal,   Select Settings cog from the top menu bar. Accounts Invoices Scroll down to the Invoice ...

This sets the default tax Types for your account. To customize these settings in the Web Portal,   Select Settings cog from the top menu bar. Accounts ...

The billing terms on your account can be updated in the  Web Portal > Settings Cog > Accounts > Invoices > Scroll down to Default Invoice Paymen...

Notes can be added to a location through the CRM via the Web Portal, or the App. In your Web Portal > CRM > Contacts > Locations, select the lo...

They layout of an address for an invoice can be changed to the format you would like.  In the Web Portal > Settings Cog > Accounts > Invoices &...

You are able to deselect 'Send BCC to ourselves' on an invoice, however this option cannot be unticked by default and you will have to deselect this...