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Invoice Settings for Buyers
Invoice Settings for Buyers
Dec Norton avatar
Written by Dec Norton
Updated over a week ago

Certain invoice settings can be set for individual and global buyers. To amend these, head to People โ†’ Buyers and select the buyer you wish to change the settings for. Click into their settings tab.

Payment method

Select the method of payment the buyer usually uses - this is for informational purposes only.

  • Bank transfer

  • Cash

  • Cheque

  • Credit card

  • Debit card

  • Direct debit

  • Local authority

Invoice numbers

Select the invoice number scheme that will be used when issuing invoices for this buyer. Read here for more information.

Invoice display settings

Choose how information is shown on the exported invoices, it is possible to set these for individual buyers, rather than using the settings on invoice settings. You can choose from:

  • Display density - Choose how the items are displayed for each buyer from

    • Detailed

    • Grouped by visit

    • Grouped by visit hours

    • Grouped by item

    • Grouped by item and week

  • Show service contract for bookings? Choose whether the client's service contract will be shown on the invoice for each booking

  • Group by service contract? Option to group items by the service contract, or solely by date

  • Show client's address on invoice export and PDF? If enabled, you will be able to see the client's address. This is disabled by default

  • Invoice page footer - Set a custom page footer for the buyer

  • Invoice footer - Set a custom invoice footer for the buyer

Invoice delivery

Set a delivery preference for the invoice, you can set either:

  • Email

  • Print

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