Using the Item Discount and Tax columns you can add a Discount or Tax to the particular Billing Item on that line, respectively. Subscription Plans: A recurring item that will initiate an auto-charge after initial payment on a set schedule.ĬLICK HERE to learn more about Items, Discounts, and TaxesĬLICK HERE to learn more about Subscription PlansĪ Summary module will update in real-time as you make your selections. Using this dropdown will apply the Tax to all Billing Items. T axes: An amount is either added to the total, or you can select a Tax for each individual item in the Summary screen. Using this dropdown will apply the Discount to all Billing Items. Items: The services/products to be billed for.ĭiscounts: Amount to be subtracted from the total. Internal Notes cannot be seen by the Client and is for Staff reference only. You can click one of the shortcuts underneath to automatically schedule the relative date.Ĭreated: Choose the created date for the Invoice. Title: This is the name of the Invoice the Client WILL be able to see this title.ĭue Date: Choose when payment for the Invoice is due. Like individual users, you can select multiple Circles. If the checkbox is selected you will be prompted to assign the Invoice to a Circle in addition to the Client(s) you have selected. You can duplicate the Invoice for multiple Clients. You can select multiple Clients a unique Invoice will be generated for each. Click the +Add Invoice button.įill out the fields to produce your Invoice.Īssign Client(s): Select the Client(s) whom you will send the Invoice. To get started, navigate to Office > Invoices. IMPORTANT: Any Invoices created will be based on the Time Zone specified in your Company/Profile Settings, not the individual Profile Settings of the user creating it.ĬLICK HERE to learn about Company/Profile Settings You can also have your Client pay outside of the platform! More details are further below. The Client receives the Invoice within the platform and can complete it by submitting payment. An Invoice is a bill to your Client for goods or services.
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