What
New functionality allows the ability for a client appropriate invoice instructions to be applied to a client record.
Where
Home > Client > select your View > select Client record > Administration tab > Select from the dropdown options within the Invoice Instructions field.
How
Additional information can now be recorded on Invoice Instructions. The set up must be completed by a System Administration within your business. Once set up, the options can then be selected by anyone within the business.
Setting up Invoice Instructions
This next section only applies to System Administrators only.
Select Invoice Instructions and select +New:
Give the invoice instruction a Name. This is the only mandatory field. Complete the toggles as necessary and add a description, if useful:
Click Save or Save & Close once complete. Add as many variations as desired.
Applying the Invoice Instruction to a Client