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Invoice configurations
› Add invoice configuration
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Add invoice configuration
Name:
The name of this invoice configuration
Invoice due in:
The default number of days invoices are due after
Invoice title:
The title displayed on the first page of the invoice (e.g. Invoice/Statement/Quote)
Detailed invoice
Check this box if customers should receive a detailed invoice.
Hide zero charge
Hide charges with an amount equal to 0.
Communication
Email from:
The email address used to send invoices and reminders
Email cc:
Email to cc the invoice to. A comma-separated list can be used
Reminder frequency:
How often to send a reminder. Default value is 7, meaning every week after past due invoice
Merchant info
Merchant name:
Merchant details:
The merchant details to be included in the invoice (address, phone number etc.)
Merchant logo:
Terms:
Terms and conditions to be included in the invoice
Currency
Currency:
Currency symbol:
Tax
Tax name:
Tax:
Tax in percent. For 20.5% enter 20.5
Display charges
Separate tool usage charges
Check this box to display tool usage charges as a separate invoice category
Separate area access charges
Check this box to display area access charges as a separate invoice category
Separate staff charges
Check this box to display staff charges as a separate invoice category
Separate consumable charges
Check this box to display supplies/material as a separate invoice category
Separate missed reservation charges
Check this box to display missed reservation charges as a separate invoice category
Separate training charges
Check this box to display training charges as a separate invoice category
Separate custom charges
Check this box to display custom charges as a separate invoice category