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Invoice and email templates

Firms billing in BMSFor: AdminAccess: Admin

Layout, payment instructions and the invoice email.

Go to Settings > Billing. Besides payments, the chart of accounts, the accounting period and tax rates, it holds three templates:

  • Ad hoc Invoice Template, for invoices you create.
  • Recurring Invoice Template, for recurring billing.
  • Email Template, the email an invoice is sent with.

Invoice templates

Section titled “Invoice templates”
The Ad hoc Invoice Template: invoice name, payment due, grouping, content, display options and columns on the left, and a preview of the invoice on the right.
An invoice template, with its preview.

Set the Invoice Name, Payment Due, how lines are grouped, whether time shows as individual entries or Summarized, which columns show, and the payment instructions. The preview on the right updates as you go.

The email template

Section titled “The email template”
The Invoice Email template with a subject and body using placeholders such as invoice number, amount due and due date, and a Save Template button.
The invoice email.

Write the Subject and Email Body, using placeholders such as <%invoice_number> and <%invoice_due_date>, and press Save Template.