Many Invoice default settings can be customized in Canopy to speed up your invoicing process by eliminating the repetition of setting up the perfect invoice.
Set Default Invoice Settings
1. Navigate to the Settings tab.
Click on the Profile Icon in the bottom left corner of your Canopy account.
Next, select Settings from the Menu.
Select Billing Settings then click the Invoicing tab.
2. Choose whether to show line items as Grouped or Separated.
Grouped: All time entries will be grouped as a single invoice item. A single description will be added to the grouped service item.
Separated: All time entries are listed as separate line items on the invoice. Individual descriptions for each time entry will be included on the invoice.
4. Check each Column you want to display on your invoices.
5. Select the default Payment Terms.
Options include Due on receipt, Net 10, Net 15, Net 30, Net 45, Net 60, and Custom.
Net options will set the payment due date to the selected number of days after the invoice date.
6. Select whether to show Terms and Conditions on your invoices.
Type your Terms and Conditions into the provided text box.
8. Choose a Custom Invoice Number to start from.
You can choose to start your invoices at a specific number, but this can only be set once.
9. Scroll down to view the Reminders section.
Within your invoice settings, you can also set the cadence for how you would like reminders to be delivered to users. You can choose to send reminders before, on, or after the invoice due date and you can customize the message for any of the selections. You can also customize which clients receive these reminders.
Important Info! Email reminders will be sent from the email address of the last team member who modified the Invoice Reminder settings. The recipient will be the client's or contact's primary email address, or the primary email connected to the client portal.
10. In the Setup section, toggle the reminders you want to configure.
11. For the days before or days after reminders, input the number of days you want the reminder to be sent before or after the due date.
12. Use the provided text box for each active reminder to write a reminder message for clients.
Each reminder option has its own text box allowing you to customize reminders sent before, on, or after the due date.
All reminders include the Invoice number, Invoice due date, and Outstanding account balance along with a link to Make a payment.
You can preview the reminder email in the right Sample section.
13. In the Client Rules section, click the dropdown to select All, Exclude, or Include.
Selecting Exclude or Include populates another dropdown for Clients or Tags. This section also includes a field to search and select clients or tags.
14. Select Save Changes at the bottom of the page.
Changes go into effect the following day.