Invoice Settings

Are you ready to start billing your customers? Set yourself up for success by ensuring you've taken the time to customize your settings before going live.

In order to begin using the billing system, you will need to complete the following steps:

1. Go to the Billing tab and select Invoice Settings
2. Fill in your mailing address in the Mail To Address box
3. Select the type of Credit Cards you accept
4. Input the Next Invoice Number that you would like to start with when you begin to bill
5. Choose the Address Positioning to match the windows on your envelopes
6. Select information that will show at the top of your invoices and statements (Info box details)
7. Select your invoice Terms, the default will be net 30.
8. Choose which Line Item Options you would like your customers to see on their invoices. The default options are description, price, and date.
9. Select whether or not you would like your customers to receive a Remittance with their invoice
10. Set up a message to be included at the bottom of your invoice (Grand total message)

If your customers will receive invoices via email:

1. Input a Customer Invoice Email Message to be included in the body of the email
2. Select an email address that you would like invoices to come from. Note this email address MUST end in @compliancepublishing.com or else it will default to invoices@compliancepublishing.com.