In this video:
Customize invoice settings
Add Service Items
Invoice Settings
Let’s start with your basic customization of invoices. Doing this first may save you a ton of time before you begin configuring and sending invoices.
Navigate to your firm’s Billing Settings by:
Click your profile picture
Choose Settings
Select Billing Settings
Then make sure you are on the Invoicing tab
Fields
These options determine how certain areas appear on invoices. This includes:
Line Items: time entries and expenses separated as their own line item or grouped.
Columns: use the checkboxes to select what will appear on the invoice.
Terms: Select from Due on Receipt up to Net 60.
You can also customize your Terms.
Just enter the number of days here.
Terms and Conditions: switch the toggle on and any text entered in the box will appear on the invoice when it’s turned on.
Reminders
Scrolling down, you can customize reminders for invoices. So instead of chasing down your clients for payment, you can allow Canopy to remind them for you! Reminders automatically send an email to clients for each invoice that meets the conditions you set below.
Under Setup, you can use the toggles on any of the three types of reminders:
# of days before a due date
On the due date
Every # of days after the due date, until paid.
For each reminder, you can include a personal message or choose to leave it blank.
You have the option to customize the messages that clients receive. You can choose all clients, exclude specific clients, or include specific clients.
When you select include or excluded you can narrow this down by specific clients or tags.
Add Service Item
If you haven’t done so you may also want to add your Service items. Click on Service items in the billing settings. Here you can add any service you offer.
To add a new service item
Click Add service item
Add a name and then a description of the item
Choose your rate amount and if it is by item or hour.
You can choose to include a tax rate amount
And a service item code.
IF you have synced with QBO you can select an income account and product category.
Adding these service items will be helpful when you are configuring your invoices.
Once you're finished with selecting your settings, don’t forget to Save. This step might not seem glamorous but these settings will appear on all your invoices!