In this article, we cover:
Invoice templates in ProLine are pre-configured formats that determine how invoices are generated for different scenarios. These templates can handle various invoicing needs, such as deposits, balance payments, and standalone invoices. When creating a new invoice within a project, you can select from a list of templates that have been set up for your account.
Configuring Invoice Templates
To configure invoice templates in ProLine:
Navigate to hamburger menu > Invoicing > Invoice Templates.
Select the template you want to configure, such as "Initial Deposit."
Review and update the Invoice Details:
Invoice Name: This is how the invoice will appear to recipients.
Memo: This note will be visible to the customer on the invoice.
Adjust the Invoice Calculation settings:
Conversion: Determine how selected options and upgrades from the signed quote are included in the invoice.
Deduct All Payments: If selected, this template will create a running balance invoice.
Amount Due: Choose between using a deposit amount or setting a specific percentage.
Types of Invoice Templates
ProLine supports two main types of invoices: running balance and standalone.
Running Balance Invoices: These invoices take into account all past and future payments on the project. Each invoice generated with this template will reflect the total amount due, minus any payments already made.
Example: A deposit invoice where the total project amount is displayed, but only the deposit amount is due.
Example: A final invoice where the total project amount is due, and the previous deposit and progress payment total is shown as "already paid."
Standalone Invoices: These invoices ignore other invoices and payments on the project, focusing only on the payments made specifically towards this invoice.
Example: An extra payment for something random after the main part of the job has already been paid for.
Customizing Invoice Actions
You can customize actions that occur when an invoice is sent or paid:
Send Invoice Actions:
Move the project to a specific stage when the invoice is sent, such as "Invoice Sent."
Set email and text message templates for sending the invoice, including a special variable for the invoice link.
Paid Invoice Actions:
Automatically update the project stage when the invoice is paid, such as moving it to "Paid and Closed."
Steps to Configure Actions:
Go to hamburger menu > Invoicing > Invoice Templates.
Select the desired template.
Scroll to Send Invoice Actions and Paid Invoice Actions sections.
Choose the appropriate stages and templates for each action.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.