Invoice preferences

RB User Guide > Setup > System Preferences > Billing

Invoice preferences

Options and content for emails that accompany invoices.

Continued from Customizing global preferences.

Print Options
- Invoice Format
  Select the template that matches your company’s payment options in the drop-down:
  - Classic: Classic is a standard statement with a remittance section at the bottom of the statement.
  - Classic-No Remittance: No remittance is the same as the Classic without a Remit To section at the bottom.
  - Classic – Credit Card (AMEX/MC/VISA): Adds a credit card payment section to the bottom right of the remittance section with options for American Express, MasterCard, and Visa.
  - Classic – Credit Card (MC/VISA):Adds a credit card payment section to the bottom right of the remittance section with options for MasterCard and Visa.
- Transcript copy is certified
  If you certify copies, click to select Yes to have that description appear on invoices.
- Print job location if it exists
  Click to select Yes to have job location appear on invoices.
- Stamp “PAST DUE” when balance is still due
  Click to select Yes to have this alert appear on unpaid invoices that are older than your payment terms. Term options are set in Lists > Accounting, and applied to firms. See Entering additional firm information.
- Print Bill To’s phone number & fax number
  Click to select Yes to print the firm’s main phone number and fax number (if they have one) below the address in the Invoice header section.
Email Settings

To customize emails sent with invoices, see Customizing communications.

TIP: Make paying invoices convenient

When customizing emails to be sent with invoices, include the PayInvoiceLink data field in the Email Message pane (see Customizing email messages, web pages & stamps). Then if you have RB Connect, when your clients click the hyperlink RB9 generated in the email, it will take them to the invoice in RB Connect so they can easily view and pay the invoice online.

Invoice preferences

Print Options

Invoice Format

Transcript copy is certified

Print job location if it exists

Stamp “PAST DUE” when balance is still due

Print Bill To’s phone number & fax number

Email Settings

TIP: Make paying invoices convenient

Reference

Step-by-step instructions