Invoice Options

High level Invoice options exist that apply globally to all of your invoices. Setting the starting invoice # and the increment by # value should only be set one time in your account and not adjusted to maintain consistent invoice numbering.

To access and modify the Invoice options:

1. Go to Administration > Application Settings > Invoices > Invoice options.

2. Set the Starting invoice # and the number invoices increment by. The starting number defaults to 100 and the incremental invoice # defaults by 1. You may change this as needed in your company. However, when set, we recommend that you do not change it.

3. Select the check box to Include outstanding balances on the invoice if you would like to display any outstanding balances to your customers. This is controlled here and not with the invoice layout.

4. Select the check box to Show future charges when creating an invoice if you have set up invoice charges for future billing manually and want to include these in the invoice for advanced billing.

5. Select the check box to Show the employee name on the "Change charges" view if you allow employees to change the charges by removing or adding them and optionally editing the charge.

6. Select the check box to Show the task in the "Change charges" view if you want to display the task in the charges view.

7. Select the check box to Include PDF by default when sending an invoice if you want the Include PDF invoice as attachment option on the Invoice > Send form to be selected by default. Users will be able to uncheck this option if they do not want to include the invoice as a PDF attachment.

   Note:

   Attached PDF Invoice files are named 'invoice_<invoice number>.pdf'. For example, Invoice number 1358 will be sent with the file 'invoice_1358.pdf' in attachment.

8. Enter an email address in the Invoice email Bcc text box if you want to copy a recipient privately into all invoice email using Blind carbon copy. On the Invoice > Send form, the Invoice email Bcc is read-only and visible only if filled in the Invoice Options settings.

9. Enter an email address in the Invoice email Cc text box if you want to set a default recipient to be included into invoice email using Carbon copy. The Invoice email Cc can be overwritten by the user sending the invoice on the Invoice > Send form.

10. Click Save.

Tip:

You can set a sender address for your invoice email by using "From" email address for invoices on your invoice layouts. See Invoice layout — Set the sender address (From).