FAQ's

How do I download a report of all of my Invoices to include the line items?
A CSV report can be downloaded of invoices and include Line Items in your Web Portal > Reports > Invoices > Select Default CSV with Line Items >...
Wed, 16 Aug, 2023 at 7:58 AM
How do I send an invoice to more than one email address?
When sending an invoice, you're able to send to other email addresses by adding them in the 'To' section of the Send Email form, separated by a ...
Thu, 12 Oct, 2023 at 2:01 PM
How do I add a Site Name to client invoices and quotes?
You can add your Client's Site Name onto the invoices that you send to your clients by updating the address format in your Account settings on the Web P...
Fri, 9 Feb, 2024 at 9:48 AM
How do I hide line item prices on an invoice sent to my client?
To hide line item prices on an invoice in the Web Portal  > Setting Cogs > Accounts > Invoices > Invoice PDF Options > Select no under Show l...
Thu, 4 Apr, 2024 at 1:53 PM
What does the PayNow processing fee cover, and how much should I add to PayNow invoices?
In your PayNow invoice settings, there is an option to apply a surcharge to invoices that are paid through PayNow. This is to help cover the fees for using ...
Tue, 21 May, 2024 at 1:45 PM
Why don't I have the Enable PayNow option?
If you don't have the option to enable PayNow when you go to the invoice settings, then it could be one of two reasons, so you may need to check these: ...
Tue, 21 May, 2024 at 1:35 PM
Do Invoices and Quotes have Placeholders?
Absolutely! Two new Placeholder links are now available, specifically designed for the creation of invoice templates that can be utilised for invoices and q...
Tue, 21 May, 2024 at 1:21 PM
What do the Share & Share Link buttons in Web Portal invoices do?
The Share option provides a way to share the invoice link so that any nominated recipient is able to view the invoice with just a click. For Formitize a...
Tue, 21 May, 2024 at 1:15 PM
How do I restore deleted Invoices?
In the Web Browser go to CRM > Contacts, and then select the Show Archived check box at the top of the table. You can then search for the invoice you wan...
Tue, 14 May, 2024 at 12:48 PM
What does the Share option in the App do?
Just like the invoices in the Web Portal, the App has share buttons that provides fast and reliable payment communication between our Formitize Users and th...
Tue, 21 May, 2024 at 1:55 PM