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Help @ Connect2Field ยป How to Configure Invoices

Topics

  • Getting Started 6
    • Log In - Log Out
    • Admin Dashboard
    • Connect2Field Help
    • Start using Connect2Field in 6 Easy Steps
    • Why use Connect2Field for your Service Business
    • Request a Demo
  • My Company Setup 4
    • Setup Basic Company Details
    • Customize the Main Menu Bar
    • Setup Tax Names for your Business/Country
    • Setup Tax Rates, Default Currency & Payment Types
  • User Setup 3
    • The different types of Users in Connect2Field
    • Creating Users in Connect2Field
    • Not Recieving SMS Notifications
  • Client Management 17
    • Creating & Searching Clients in Connect2Field
    • How to Delete Clients & Jobs
    • Customizing the Client Section in Connect2Field
    • Creating Custom Fields For Clients in Connect2Field
    • Creating and Using Customer types in Connect2Field
    • How to add Multiple Sites (Office Locations) to your Clients
    • How to Invoice your Customers for Service Jobs using Connect2Field
    • How to Configure Invoices
    • Manage Client Accounts and Invoices
    • How to Group & Print Multiple Invoices for a Client
    • How to Email Invoices to Clients
    • How to show Job Details & Additional Job Information in Invoices
    • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
    • Example: Use Custom Fields to Quick Search Clients
    • How to Book New Client Calls as Jobs
    • Call History - Book Existing Client Calls/Emails in Connect2Field
    • How to Manage/Bill Pre-Paid Client Contracts
  • Job Management 30
    • How to Create & Dispatch New Jobs in Connect2Field
    • How to setup Job Types in Connect2Field?
    • How to Add Job Start & Job Finish Questions
    • How to view all my Active Jobs
    • How to view Jobs & Job Locations on a map
    • Creating Recurring Jobs in Connect2Field
    • How to End/Cancel Jobs from Recurring
    • Viewing Master Recurring Jobs in Connect2Field
    • How to Add Sub-Jobs in Connect2Field
    • Scheduling in Connect2Field
    • How do I add Service Notes for particular Job Type in Connect2Field
    • How to attach documents to a Job
    • Creating and Using Equipment in Connect2Field
    • Using Search in Job Central
    • Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
    • How to Print/Email a Job Card and attached images to a Job
    • Quick Search Jobs in Job Central
    • How To apply colors to different Job Types ?
    • How to setup your Field Workers to receive Outlook Calendar Appointments
    • How to Add Fields to Job Central
    • Connect2Field WorkFlow / Standard Job Status - Explained
    • Example: Track Job progress with Custom Status Icons
    • Example: Capturing crucial Job Information using Custom Fields
    • How to Archive Completed Jobs
    • How to Un-Archive Jobs
    • How to Change Status of Multiple Jobs
    • Example: How to Charge/Bill your clients for your services using Connect2Field
    • Example 1: Planning your Field Work in Advance
    • Example 2: Planning your Field Work in Advance
    • How to Add Discount to Jobs
  • Work Force Management 7
    • How to use Connect2Field's Messaging System
    • Configuring SMS for Field Workers in Connect2Field
    • How to Customize Email/SMS Templates for your Field Workers & Clients
    • How to enable or disable Alerts to your Field Workers
    • How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
    • GPS - Tracking your Field Staff via Connect2Field Map
    • How to temporarily de-activate a Field Worker
  • Mobile Field Worker WebApp 12
    • Connect2Field Field Woker WebApp - Iphone Example
    • FieldWorker WebApp Configuration
    • Customize the Connect2Field Main Menu for your Mobile/Ipad
    • Control what fields appear while selecting a job from your Mobile/Ipad
    • Example: Use Tags for quick search of products in Iphone/Ipad
    • How to Update Product Prices while in the Field
    • How to Email Invoices to Clients while in the Field
    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
    • Single Person View
    • Multi Person View
    • How to Re-schedule/temporarily remove a Job via the Scheduler
    • Week View using Scheduler
    • Creating New Appointments & New Jobs in Scheduler
  • Inventory Management 4
    • Adding Products & Services
    • Creating Tag Groups & Assign Products to Tags
    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 2
    • How to Instantly Create New Jobs from Quotes
    • Creating & Dispatching New Quotes
  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
    • Jobs Per Field Worker - Summary
    • Jobs Per Client
  • Customer Equipment Management 1
    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
    • How to Add/Modify Custom Fields for Suppliers
  • Data Management 3
    • How to Export Jobs from Connect2Field
    • How to Import/Export Products & Update Inventory
    • How to Import/Export your Clients in Connect2Field
  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
    • How To Subscribe To Connect2Field Updates

Last Updated

Oct 26, 2011

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  • Prev: How to Invoice your Customers for Service Jobs using Connect2Field
  • Next: Manage Client Accounts and Invoices

How to Configure Invoices

This tutorial will show how to configure the Invoice to you clients..

Adding Standard Text for all Invoices

Media_1318940120808_display Zoom

From your dashboard, choose:
Options->General Settings->Company Details

Media_1316062141268_display Zoom

In the 'Invoice Comments1' and 'Invoice Comments 2' boxes you can enter standard text that will appear on all invoices..
This would typically have your greeting, Payment Terms, Disclaimer info etc.. Hit 'Save' when done..

A sample invoice with the above standard text is shown a bit further in the document..

Adding Custom Information to Invoices

Media_1318940154391_display Zoom

From your Dashboard, Choose:
Options -> General Settings -> Manage Invoice Configuration

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Here you can select which fields you want to show on the Invoice..
Here you can also change the header/title of the Invoice..

Hit Save when you have selected the fields..

Let us look at a sample invoice with both of above settings..

Image_078_display Zoom

As you can see above,
1) The title of the invoice shows as we put in settings above..
2) Product descriptions are shown along with the Product Name.. This is because we had selected the option: "Do you want to display Product Description on Invoice" in our settings above..

Lets take another example:

Image_073_display Zoom

As you scroll to bottom of the Invoice, you see 'Invoice Notes'.. These are visible because we had selected the option: "Do you want to display invoice notes"

  • Prev: How to Invoice your Customers for Service Jobs using Connect2Field
  • Next: Manage Client Accounts and Invoices

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