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What are the details of the settings for the invoice templates in Duet?
What are the details of the settings for the invoice templates in Duet?

The predefined invoice templates have very specific settings selected.

Ken Rhodes avatar
Written by Ken Rhodes
Updated over a week ago

Last Month: This template will not include uncharged flat fees or calendar events that have not had the attendance set
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- Shows All Transactions- Shows Payments- Shows Previous Balance- Creates Invoices with a zero balance

Current Month: This template will not include payments for the current month. It will not create invoices if there is no balance due.

- Shows All Transactions- Shows Scheduled Charges- Shows Previous Balance

Next Month: Since this template includes the Previous Balance, make sure all charges from the current month are on the transaction log before you run it.

Custom: Create Invoices
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Invoice(s) will include transactions from:August 1, 2019 to August 31, 2019

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