Invoicing in Street
Invoicing in Street is managed at both company level and branch level:
Company level – Set up invoice sequences and overdue rules
Branch level – Configure invoice details and assign an invoice sequence
This article explains how to set up the branch level invoice settings. If you have not set up your invoice sequences please see our Company Level Invoice Settings help article before reviewing this article and setting up your invoice settings.
Note - It is not possible to create ad-hoc / custom invoices in Street currently. For sales you can only create upfront completion invoices. For client accounting, invoices will be generated for any charges payable to your agency as well as credit charges.
Invoice Settings at Branch Level
With your invoice sequencing set up, head to Settings (on the left side panel, at the bottom) > Branch Settings > Invoice Settings.
Note - You will need to be a Branch or Company Admin to access the branch invoice settings.
Invoice Settings
From the invoice settings tab you can manage and create your individual branch invoice settings, including the payment details that will appear on your invoice.
Note - If you are a multi branch network, you must do this for each branch. You can change your active branch by clicking your profile icon at the top right and selecting the relevant branch.
Adding a new Invoice Setting
To create a new invoice setting click the 'add invoice setting' button at the top right.
From here you can give your invoice setting a title, which is an internal name to select from when creating an invoice. There is no set naming convention here, some agents simply enter 'Default' while others use 'Sales' or the branch name.
You can also add all of the information that will be presented on invoices created using that invoice setting, including the following:
Your registered address
Payment instructions
Sort code, account name and number, company number and VAT number
These details will show at the bottom of the invoice.
The final invoice setting to choose which invoice sequence to use for this invoice setting, which controls the prefix and number for invoices using this setting. Here you can select from any of the sequences as set up in your Company Invoice Settings.
The prefix (if used) and the next number in the sequence will show at the top right of an invoice, when generated using that invoice setting:
Editing / Deleting an invoice setting
To edit an invoice setting, click the pencil icon to open the details page and make the changes.
Note - Editing an invoice setting will not affect any existing invoices, only new invoices.
To delete an invoice setting, click the bin icon. This will not delete any existing invoices and will simply delete the setting from the system.
System Invoice Settings
The system invoice settings tab is only applicable if you manage your client accounting in Street. From here you can set your invoice settings for credit notes when using the Credit Charge feature, allowing you to generate a credit note invoice with the correct invoice details.
As with your standard invoice settings, you can enter the relevant payment details. However with credit note invoices you do not need to select an invoice sequence as there is only one available in your System Invoice Sequences.
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!