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)
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)
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
Go to 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.
But whilst we are in this Preferences window it’s worth mentioning that you have some choices.
How do we 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:)
Automatically EMAIL Sales when they are recorded
Retain Original invoice Number
Delete Quotes upon changing