When sending an invoice to your client, you can add a note or update the "Bill To" information. You can also set a default note to be added to all invoices! This is extremely helpful if you have any payment requirements for outstanding balances. Take a look below to see how to add a note to a one-off invoice and set a default note!
How to add a note to invoices
Click the steps below for a detailed walk-through:
Adding a note to an invoice:
Step 1: Go to the Site Summary
Step 2: Click "View/Send Invoice"
Step 3: Click on Bill To information
Step 4: Change Bill To information, if needed
Step 5: Click in area below ordered products
Step 6: Enter in desired note, if needed
Step 7: Click Print or Email
Step 8: Changes will auto-save
Adding a default note to your invoices:
Step 1: Click the Business tab
Step 2: Click the Business Details tab
Step 3: Scroll to Invoice Memo section
Step 4: Enter in notes to display on invoices
Step 5: Click "Save Changes"
Watch the video below for a demo:
Step-by-step:
Adding a note to an invoice-
Step 1: Go to the Site Summary page for the property that you need to modify the invoice for. This can be done by clicking the Sites tab at the top of the page and searching the property address.
Step 2: Below the list of ordered products, click the "View/Send Invoice" button.
Step 3: In some cases, you may find that the client who placed the order is not the one paying for the order. It could be the broker or even the homeowner. In this case, you can change who the invoice needs to be addressed to. Click in the Bill To section.
Step 4: Make any needed changes to the Bill To information.
Step 5: If you need to add a note to the invoice such as a due date or a desired payment method, you can add that note to the order. Click in the blank area just below the list of ordered products.
Step 6: Enter in your desired note for this invoice.
Step 7: If you need to print or email the invoice, you can do so by clicking the Print or Email buttons. Otherwise, click Close.
Step 8: Any changes you have made will auto-save.
Adding a default note to your invoices-
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Business Details tab on the left-hand side of the page.
Step 3: Scroll down to the Invoice Memo section.
Step 4: Enter in any notes that you would like to appear by default on all invoices sent to your clients. Note: you can still make edits to individual invoices even when you have a default note included.
Step 5: Scroll to the bottom of the page and click the "Save Changes" button.
For any additional questions, our Support team is ready to help you!
Phone/Text: 509-515-3338
Email: [email protected]