Sprout Invoices allows you to create beautiful estimates and invoices for your clients in minutes - not hours. We also understand that customization beyond branding is important, and that’s why we built the most POWERFUL solution with the most integrations around. Our focus since day one 4+ years ago with Sprout Invoices has been to create a way for WordPress site owners to invoice and EASILY get paid. This can be overridden by setting a different tax on an item / service OR by making a customer tax-exempt.Description WordPress Invoicing Made Easy Show Tips on Invoices and Allow Customers to leave Tips When Paying– If checked, tips will show on invoices, and your customers can leave you a tip while paying the invoice.ĭefault Tax Rate: This is the default tax rate that will be set on all invoices, etc. Show “ Visit Closed Time” on the invoice: If checked, the time the visit was closed will appear on the invoice. Show Credit Available: If checked, it will show the customer’s available credit on the printed or emailed invoices.Īutomatically Apply Customer Credit to Invoice: If checked, whenever an invoice is created for a customer and that customer has a customer credit available, it will automatically apply the customer credit to the new invoice. Set Default Service Date: If checked, an invoice will automatically be created with today’s date. Show Invoice Due Date: If checked, the due date will be shown on the printed or emailed invoice. The date invoice was sent, the date the last service was added to the invoice before it was sent, or the invoice date is not changed. This is also the date your late terms start counting from.
#Estametes and invoice pro full#
Show Rubber Stamp Image: If checked, the Pending, Draft, Paid in Full and Past Due Stamp will be shown on the printed or emailed invoice.ĭefault Invoice Date: Select what you want to the default invoice date to be. Hide Outstanding Balance: If checked, the outstanding balance amount will be hidden on the printed or emailed invoice. Select how many days until the invoice is considered “late” and what the fee is. Late Fee Rules: You can set terms for more than 1 late fee.Įxample: After 15 days the late fee is $5 and after 30 days the late fee is $10 and so on. Show Our Website URL: If checked, your website URL will be shown on the printed or emailed invoice. Show Our Email Address: If checked, the customer’s email address will be shown on the printed or emailed invoice.
Show Our Phone Number: If checked, the customer’s phone number will be shown on the printed or emailed invoice.
#Estametes and invoice pro pdf#
Preferred Invoice Send Method: How you prefer Invoices to be sent.ĭefault Invoice SMS Settings: The default text template for Invoicesĭefault Estimate Email Settings: The default email template and whether you want a PDF to be sent with the emailed Estimate.ĭefault Estimate SMS Settings: The default text template for Estimatesĭefault Receipt Email Settings: The default email template for receipts and whether you want a PDF sent with the emailed receipt.ĭefault Document Email Setting: Choose if you want a PDF sent with the emailed document. Terms: The terms you’d like to appear on all invoices such as “Please pay all invoices within 15 days or receipt”.ĭefault Invoice Email Template: The default email template for all invoices.Īttach PDF of Invoice to Email: If this is checked, a PDF will be attached to new invoice emails Notes Visible to Customer: Any notes you want to appear on all estimates. Terms: The terms you’d like to appear on all invoices such as “Please pay all invoices within 15 days of receipt”. Notes Visible to Customer: Any notes you want to appear on all invoices. Once in settings click the “ Invoice, Estimates, & Receipts” tab. To get to your Invoice, Estimates & Receipts settings go to the gear icon on the top right of the screen.
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