1/5/2023 0 Comments Quickbooks company settings![]() If you haven't already enabled payments, here's a step-by-step guide on how to turn on Payments. This means that payments will always be deducted from your clients account or card on the due date of the invoice. If 0 is entered, then for an upfront invoice, the due date will be the same day as the invoice day.Īutomatic Invoice Terms - This will set the due date on your recurring invoices to that number of days after your default company invoice day.īest Practice Note: If you are using Ignition Payments - these settings should be set to MATCH your Payment Terms settings (find these under Settings > Payment Gateway Settings ). Manual Invoice Terms - This will set the due date on your invoices to that number of days after your invoice date for any non-recurring invoices.Įg. ![]() If possible, just include the Description and Amount columns on your QBO invoice theme to ensure ample room for the scope description. Optimise your default invoice template in QBO to allow for a more detailed description. Alternately, put tables etc in "included" services - as these are not used on invoices. Avoid using advanced formatting in Ignition service descriptions (e.g., tables) as they won't transfer to invoice descriptions. Invoice descriptions only allow for plain text - but Ignition Service Descriptions allow for some formatting. Some important considerations:Įnsure your service descriptions aren't too long - or you will end up with a 10 page invoice! Include Service Descriptions (available on Scale or Professional subscription plans only)Ĭontrols whether to display service descriptions set on your proposals on your invoices. This is what determines which GL code each service will be linked to. You can change this on a specific proposal basis through the Apps tab when you are creating a new proposal.Ĭhoose which default product/service you would like your services to link to by default, this can be later customised within each service item you create. ![]() ![]() Controls whether invoices will deploy to QBO by default on all Ignition Proposals. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
June 2023
Categories |