It's important to put your business brand on your invoices and let your customer's know
- when they need to pay you by and
- how to pay you.
Start with one of the templates provided and fill in the rest of the details to give your invoices the look and feel of your business.
Let's take a look at what Steve wants to change on his invoices.
He wants to:
- add his logo
- highlight some key business information to match his logo
- provide 7 day payment terms
Dale for Trainer Notes;
Setup > Customise forms
Starting point is one of the templates
For this example use Item > Plain Paper invoice - just do some basic stuff:
- Move some fields (Invoice Type / Invoice No)
- Add logo _ Insert Logo _ Ickyleaks Logo (Purple)
- Change colour to purple for some of the Company Information data fields
- Talk about payment terms (data fields versus text fields) - we'll set that up next.....instead of hardcoding it on the invoice template it will pick up the details from the default set under preferences or Customer Card
- Point out there’s so much more you can do (covered in the "Do more" course)
- Ask - what other things might you want to change or add on your invoice….
Tip: For example add how you want to be paid at the bottom of the invoice
- Save customised form (Get students to give it a name and note it down - otherwise just save it as IckyLeaks.
- And show how it’s been added to the list of Item Invoices
(later you can show how to select this to print an invoice or how to add it to a Customer Card to be the default etc.)
Segue to payment terms which also relate to the invoice
When do we want customers to pay us by?
Set the default preference here
- Setup > Preferences> sales tab > Set Customer Terms - 7 day
Later we can look at how we can override this if we want to offer other terms for different customers.
- Point out some preferences
But whilst we are in this Preferences window it’s worth mentioning that you have some choices.
Think about how you prefer to work with the software?
Whilst in sales maybe expand and talk to the preferences (and explain how it will dictate behavior that follows - for example you have choices like:)
Maybe get some students to select
Automatically EMAIL Sales when they are recorded
Retain Original invoice Number
Delete Quotes upon changing
**** these options may change based on PayDirect Online and Email Tracking so we may want to talk to the options of Pay Direct online instead…..
As we work through the day we'll notice behaviors based on the choices made here and we can return to this to turn things on or off.