By Sigrun WinklerOn Mar 11, 2019 Free Templates
Send, If you are emailing your bill, make sure to use a clear, descriptive, and accurate subject line. If you are using PayPal Invoicing, you can simply click Send to have PayPal send your invoice or you can select share link myself to share the invoice link in your own email, text, or chat message. Invoice date, This should be the day you send the bill, not the day you created it. Make sure your invoice date, payment terms, and due date line up, if your payment terms are 30 days, then the due date should be exactly 30 days from your invoice date. And, use this date format to solve for international differences: Month (spelled out), date, year.
Make sure there is no doubt that they understand what you are billing for and a due date for when you expect cash in hand. And do not wait too long to send it to your customer—you want your product or service to be fresh in their mind when their bill arrives. Keep your invoices simple and clean, and remember, they are essentially marketing material. They do not have to be professionally designed, but do not clutter them up with jargon that your customer wont understand about your service or product, or use hard to read fonts or colors when you customize your invoice.
Only users with administrator access rights can create invoice templates directly from an invoice. Create or open an invoice. Change the content of notes before invoice rows and notes after invoice rows if needed. The text in these fields will be saved to the invoice template also. Open invoices Settings tab. Change the Invoice template settings as you like them to be. Then select Save as organization template and give a name for the new template. Click Save to save changes and new template. Case custom template is a template that can not be managed in settings. Custom template is created when invoice free text fields or invoice settings are changed on the invoice itself. After saving these changes on an invoice, invoice template menu on a case will display custom and next invoice created for the case will use the settings of the previous invoice. Custom template can only be managed on the invoice.
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