Invoice and Address Help
How to Add an Account Invoice Name
Click on Clients on the left side menu to go to the Clients page Click on View Client Details in the pencil menu for the client A slideout window will appear Click on the pencil next to the account you want to modify (in the Accounts section of the ...
Invoice Envelope Details
Invoice Envelope Details The BillFin invoice is formatted to fit a #9 two-window envelope. Unforuntately, there doesn't really seem to be a "standard" for envelopes, however, as there are different versions of #9 two-window envelopes. The two windows ...
How to Change the Invoice Template for a Client
To Change the Invoice Template for a Client: Click on Clients on the left side menu Click on Edit Client in the pencil menu for the client A slideout window will appear Click on the Invoice Template dropdown box and select the desired invoice ...
How to Preview an Invoice
Follow the steps below to create a fee and then you will be able to preview your invoice. You can simply remove the asset values to clear the fee when you're done. To Preview an Invoice (and Confirm Your Customization Looks Good): Go to the Fees page ...
How to Customize Your Invoice
To Customize Your Invoice: Click on Invoices on the left side menu to go to the Invoices page Click on Customize Invoice in the top right In the slideout you can add a logo and firm address You can add disclaimers and payment instructions in the ...
Adding Addresses by Upload
You can addresses by upload in BillFin by using the steps below but this process must be preceded by adding an Invoice Recipient Code to any client for whom an address should be uploaded. To Add Addresses by Upload: Go to the Clients page in BillFin ...
Adding Invoice Recipient Codes to Clients
You can upload addresses using our template on the Invoices page. In order to upload client addresses, clients must be assigned an Invoice Recipient Code in BillFin. Invoice Recipient Code is a client detail that can be added by upload or manually ...
Manually Adding Addresses
To Add Addresses Manually: Go to the Clients page Click on View Client Details in the pencil menu for a client A slideout window will open Scroll down and click Add in the Invoice Recipients section at the bottom of the slideout window A new slideout ...