This page is where you can find the global settings for batch invoices. You also have the option to override these settings in the Preview & send page.
1. Attach individual invoices toggle: Toggle on the switch if you want individual invoices to be included in the batch invoice. The individual invoices (PDF) will be attached to the email.
2. Batch Invoice prefix - The invoice prefix field allows you to customize the beginning part of the batch invoice number or reference. You can use up to 5 characters for the batch invoice prefix.
3. Compact display - This option displays the individual invoice number, job type and service date in one line
4. Expanded display - Select this if you want to show the line items included in the invoice.
5. Send work order on job completion toggle - Enabling this option will send the work order to the customer and send the invoice to the batch queue at the same time (Batch queue shown below.)
6. Attach work orders toggle - Turning this on will attach the individual work orders to the batch invoice email.
7. Preview PDF and Save buttons - Click the Preview PDF button to see how the invoice appears as a PDF. Click the save button to any changes you made.