To add your logo, brand colors, and all other aspects of the default invoice template, go to the Custom Form Styles section of Settings (gear icon in top right).We also support businesses on NetSuite, Intacct, Sage, QuickBooks Desktop, SAP, and a range of other systems, so contact us if you need help with just about any system. Not ideal, but slow money is better than no money.īelow are some specifics on how best to configure your invoices in QuickBooks Online and Xero. Some companies won’t be able to alter their existing bill payment process and will insist on sending you a paper check. Instructions for Paper Check: “Make Check Payable To” and address where you want the check sent.Wire Transfer Details: Especially for large and/or international payments.
Make sure they have all the info they need so there are no delays in you getting paid. Bank Account and Routing Numbers: Some clients prefer to pay online using their bank’s own bill pay service or a third-party service (instead of using the Pay Now button – annoying I know but sometimes it’s hard to get customers to change their vendor payment process).This is usually included by default in most accounting software packages, but only after you correctly set up the ability to receive online payments – make sure you do that and then test this button. Pay Now Button: The customer is sent to a secure portal where they can input credit card or bank info.Be sure to include the following on your invoice template: After all, the point of the invoice is to get paid so you don’t want the customer to have to follow up with a question before they can pay you (like “Where do I mail the check?”).
Payment InstructionsĪside from branding, make absolutely sure all the necessary payment information is included on your invoice. Below is the actual invoice configuration we use. Doing this “branding” work on your invoices is critical – it’s another touchpoint with your customers so you want to take advantage of the opportunity to reinforce your brand and message. You can also include tag lines and links to your website and social profiles in the header or footer of your invoice. Just about all accounting software nowadays has customizable invoice templates that allow you to showcase your brand by adding your logo and brand colors.
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