TRANSCRIPT
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--- CLIP 1: Invoice Settings ---
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Alright, so in this video we're going to be covering the invoicing module and
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writing change orders. Alright, so we're going to cover how to set up the
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invoicing settings, your payment integrations, credit card payments, ACH
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payments. We're going to talk about creating new invoices. We're going to talk about how to
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do the change orders and all of that. If you guys have any questions at any point
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throughout this video, feel free to send us a support chat using this chat button
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in the bottom left corner. So first things first, let's go ahead and click on
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settings, then click on integrations. Here you can see where you can set up a
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payment integration. So you're just going to go ahead and click link payment
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integration here, choose setup on one of these options and then it will have you
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log in with your account to sync the payment integration. Now if you don't
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have any of these currently, I would recommend just creating a free Stripe
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account or QuickBooks account to connect it. Any of these three work, they all work
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in the same way, they all charge similar processing fees. Stripe does have a cap
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on the ACH fees, where QuickBooks newer QuickBooks accounts do not. So keep that
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in mind if you're having large transactions, Stripe may end up being
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significantly less in processing fees on the ACH side of things, depending on when
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your QuickBooks account was created. Some QuickBooks accounts have a cap on
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their fees and some don't on ACH payments. Okay, so go ahead and link your
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payment integration, first things first, set up one of these. Once you do that,
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you're going to be able to choose if you want to accept credit cards and ACH
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bank transfers. So once you link this, these will become clickable, you can
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toggle these on or off and we also have this credit card processing fee. What
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this does is allows you to pass on the fee to the homeowner or the client. So if
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you have a $1,000 invoice, they click pay and they choose to pay with credit card,
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it's going to let the customer know that there's an extra 3% fee for credit cards
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and in this case, they're gonna have to pay that extra fee, it's just like $30 on
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$1,000 invoice, right? So it'll tell them, hey there's 3% $30 fee on this
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invoice, if you want to pay with credit card and it will automatically add that
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to the invoice, if they confirm that. Now if you turn this off, then that won't do
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that, it'll just have them pay the invoice amount directly. Additionally, we
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have a QuickBooks sync to sync everything over to QuickBooks invoices,
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payments, all that type of stuff. The QuickBooks sync is triggered when the
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client signs the proposal, so when the client signs, it's going to automatically
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create that client in QuickBooks and it's going to sync over the invoices
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that are related to that client. It also syncs any payments and that type of
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activity as well. Also in the settings, once you've set up your integrations, we
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also have invoices in the settings and here you can select your default terms,
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do on receipts or net 3, net 7, net 30. You also have your billing information, you can
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edit your contact info here. We also have a couple settings here for automations
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within the invoicing module. One of them is to automatically assign the first
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invoice date upon signing, so it says when your customer signs an estimate,
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auto assign the first invoice date, X days after the estimate is signed. If we
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have this at zero days, that means that the invoice date of the deposit payment
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is going to be the same date that they sign. Then here we can choose if we
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want to automatically send out invoices on the invoice date. Most people will
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keep this turned off, this gives you an option to automatically send them out if
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you assign dates to certain invoices. You can also choose this render reminder on
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the due date, so when the invoice is due, if you'd like to send a reminder,
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you can turn this on, if not you can turn that off. And then we also
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have send overdue reminders every X days, so if this is turned on, when
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someone's invoice is overdue, it's going to send them, in this case, every seven
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days an email or you can adjust this based on how often you want it to
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send a reminder. Here you can also send a receipt when a payment is made through
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the payment integration, so this is for credit card and ACH payments, we would
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definitely recommend leaving this on, that way when a client makes a payment
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online, they automatically get a receipt. We also have an option for the deposit
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pop-up, as you guys saw in the last video, when the client signs, it's going to pop
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up and allow the client to make the deposit payment. If you'd like to turn
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that off, you can turn that off here or if you'd like to edit that, you can edit
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this wording here for what they see on that pop-up. You can also edit what the
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wording for when they click to pay with check or cash. Additionally, we have the
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default invoice note and the summary note, if you click edit here, you'll see
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the default note that shows, these will automatically fill in your company's
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information, but if you want to make any edits to this, you can, this is going to
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show on every single one of your invoices by default. Okay, so those are
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the different settings here under invoices and integrations.