Some steps in the set-up will require SheepCRM's involvement, please make sure you have the following information to provide to us (or have already provided) before getting started:

The set-up and management settings for Invoices can be found at Settings > Invoicing and Finance. The Invoice Settings and Additional Settings sections contain information that will appear on the invoice.

You can select the template to use when creating invoices. For more information on templates, please view this article.

Enter in any information that you would like to be present on the invoice, this is typically to outline any specific requirements or instructions when making offline payments.

If you use an external reference or purchase order number, you can enter your specific term or word for it.

If your organisation is not VAT registered, toggle whether the invoice should show tax rates.

If your organisation doesn't operate in a single currency, toggle whether the invoice should handle multiple currencies.

Enter your organisation's name as it should appear on the invoice.

Enter the URL to your organisation's logo so it can appear on the invoice. This should ideally clearly visible on a white or transparent background.

Enter an email address and phone number to appear on the invoice. This should ideally be direct to staff handling invoicing or payments.

Enter an address to appear on the invoice. If you have a department that processes cheques or other payments, their address should be used.

The set-up and management settings for Payment Plans can be found at Settings > Payments. The Payment Plans section lists all of the existing payment plans, which can be edited or add a new payment plan.

To enable invoices on a payment plan, select invoice from the list of options.