Invoicing in Street
In order to generate invoices in Street, there are a few invoice related settings that you need to setup first. An invoice requires invoice settings, that contain payment details, and invoice settings require an invoice sequence, the invoice prefix and starting number.
Note - It is not possible to create ad-hoc / custom invoices in Street currently. You can only create an upfront invoice or completion invoice for sales at the moment.
Given this, the first step is to setup your invoice sequences. If you haven't done this already, please see our Invoice Sequencing help article before reviewing this article and setting up your invoice settings.
Note - If you are currently in the process of migrating your accounts over to Street, you can skip the Invoice Sequence stage for now and use the default one when creating your invoice settings below. Once you have fully migrated and know the starting number for your invoices you can update the invoice sequence.
Branch Invoice Settings
Once you have setup your invoice sequencing, you can setup your individual branch invoice settings. This is where you will add the payment details for your invoice.
Note - If you are a multi branch network, you must do this for each branch. Only Branch and Company Admins will have access to Invoice Settings.
Head to Settings (left side panel at the bottom) > Branch Settings > Invoice Settings. Similar to sequencing, here you will see a list of invoice settings for the branch:
If you are a multi branch network, you can change your active branch by clicking your profile icon at the top right and selecting a different branch from the dropdown:
Adding an invoice setting
Click the Add Invoice Setting button at the top right to start adding a new invoice setting:
The payment related details entered here are what will show on your invoices and will be client facing so take care when entering. Most details are self explanatory such as registered address, sort code, account name and number, company number and VAT number.
Title
The title for the invoice setting is purely an internal detail (not client facing) and would show when generating an invoice like below:
Again, there is no set naming convention here. Some agents simply enter 'Default' while others use 'Salford' (the branch name).
Payment Instructions
The payment instructions entered will show at the bottom of a generated invoice:
Typically agents would enter details such as 'when payment is due', whether cheques are accepted, details on quoting the invoice number when making payment etc.
Invoice Sequence
This is where you will select which sequence to use for this invoice setting which controls the prefix and number for invoices using this setting. Here you can select from the sequence/s that you created earlier in this article.
The prefix (if used) and the next number in the sequence will show here when an invoice is generated using that invoice setting:
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!