This article will guide you through setting up your invoice preferences in Movermate. You can customize the invoice prefix, starting invoice number, due dates, line items, and more to suit your business needs.
Steps to Set Up Your Invoice Settings
Please follow the on-screen demonstration to configure your invoice settings.
Key Invoice Settings You Can Customize:
Invoice Prefix
Define the prefix for your invoice numbers (e.g., "INV"). This prefix will be added automatically to your invoice numbers.
Next Invoice Number
Set the starting number for your invoices. This ensures continuity in your numbering system.
Invoice Due Date
Choose the number of days after the invoice date when the payment will be due. Enter "0" if the due date is the same day.
Line Items Display
Customise which details (line items, categories, descriptions) you want to include in your invoice PDFs.
Invoice Terms
Add any general notes or terms that will appear on all invoices.
Invoice Template Customization
Personalise the design and layout of your invoices, including adding your company logo and adjusting colours.
Save or Cancel Changes
After configuring your settings, you can click Save to apply your changes or Cancel to discard them.
Need More Help?
For a detailed guide on customizing your invoice template and managing invoice documents, click here