![]() This section checks to see if daily invoicing has completed after a specified time you set. In the Email address to receive invoice copies field, enter the user’s email address to receive the invoice copy.Ĭomplete the Daily Invoicing Task Section.Selecting Yes enables the Email address field. In the Email copy to Admin when sending invoices field, select Yes to send a copy of the client’s invoice to a user.In the Clients Can Select Invoice Delivery Options field, select Yes to allow your client’s to select how they would like to receive their invoices.In the Default Delivery Method field, select None, Email Only, Print Only, or Both Email and Print.In the Available Invoice Delivery Options field, select all appropriate methods to deliver invoices to your clients.See Adding and Managing Billing Disputes. If an invoice is disputed, selecting No will halt processing the payment. In the Process Scheduled/Retried Charges on Disputed Invoices field, select Yes or No.Credits to be applied to all invoices will be done during the nightly invoicing run. In the Automatically Apply Account Credits field, select either Automatically Apply to All Invoices, Automatically Apply to New Invoices, or Do Not Automatically Apply.This field enables when a pro-rate choice is made in the previous field. In the Prorate to the following month if next renewal is within days field, enter the number to specify a minimum number of days to prorate to the next month. See Adding Service Plans for more information. Note: In order for the auto-prorate functionality to work, there is a setting on the service plan that needs to be enabled. This determines how to pro-rate new services immediately upon being added. In the Default Renewal Date field, select either Do not auto-prorate, Auto-prorate to the of the month to provide a default day of the month that new clients should be configured to use for auto-proration, or Auto-prorate to Client Creation day.In the Date Range Display Style field, select the date range style to either have the invoice date display as beginning on the first and ending on the first of the subsequent month or beginning on the first and ending on the last day of the same month.See Adding Late Fee Schedules to determine which ones are available. In the Default Late Fee Schedule field, select a late fee.This controls when Ubersmith automatically processes credit cards or ACH charges for the invoice. In the Default Invoice Charge Date field, select either Immediately, After days, or On Invoice Due Date.This field determines if any soon-to-start or renew services are included with the current invoice. In the Default Pre-bill Period field, select either Do Not Pre-bill, Pre-bill services up to of days after the invoice is generated, or Pre-bill services up to the due date of the invoice.In the Default Monthly Invoice Due Date field, select the day of the month the monthly invoice is due.In the Default Grace Period field, enter the number of days until invoices are due after being sent.Static due dates are only available for clients in a brand using monthly invoicing. In the I nvoice due dates determined by field, select Grace Period to set a range of days to receive payment before it is considered late or Static Due Date for invoices to be due on a specific day.In the Default Invoice Send Date field, select Use Client Creation Date to send on the same day of the month that the client account was created, or Use Specific Date to select the day of the month you want invoices to be sent.This setting is brand-wide and not passed to your clients when they are first created. ![]() ![]() ![]() In the Generate Daily or Monthly Invoices field, select Monthly to generate invoices monthly or Daily to generate invoice every day.From the Clients Settings, Billing & Payment section, click Billing.Ĭomplete the General Billing Configuration Section.From the Ubersmith Dashboard, Click Settings. ![]()
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