Invoice Settings

The settings page for Invoices enables you to:

• Upload a logo to display on an invoice.
• Configure the invoice “From” address.
• Set invoice contact information.
• Configure default tax rate.
• Create the payment terms.
• Configure footer notes. 
• Enable partial payments.
• Enable ACH payments.
• Enable customer invoice email reminders.
• Enable customer invoice overdue notices. 
• Save line items for reuse in new invoices.

Add a logo to your Invoice

Go to Administration, click Settings, and then click the Invoice tab. The logo will appear in the invoice Header.

Customize your invoice by adding your company logo:

1. Click on Click or drag files here.
2. Locate your logo and click on Open. 
3. After the logo is uploaded, click the Save button on the upper right-hand side of the settings page.

Edit the From Address

Go to Administration, click Settings, and then click the Invoice tab.

Edit the business address presented on an invoice. Your business address is auto-populated from the information currently on file with Qualpay. You can change the address and contact information displayed on your invoices. 

To edit the business address:

1. In the From section, click the Edit icon. In the pop-up window, you can change the Business Name and Address, along with the telephone and email address.
2. Click Update to save your changes and close the pop-up window.
3. Click the Save button on the upper right-hand side of the settings page.

Add a default Tax Rate

Go to Administration, click Settings, and then click the Invoice tab. Scroll down to view the Tax Rate.

Configure the tax rate that will default when you create an invoice: 

1. Enter the percentage of tax you want to charge your customer in the box next to Tax Rate.
2. Click the Save button on the upper right-hand side of the settings page.

Configure the Payment Terms and Footer Notes

Go to Administration, click Settings, and then click the Invoice tab. Scroll down to view Payment Due and Payment Terms.

By default, Payment Due is set to On Receipt. Payment is due on the day the customer receives the invoice.

To update the payment due date:

1. Click In # Days and specify the number of days you want to receive the invoice payment. For example, the net payment is due in 7, 10, 30, or 90 days.
2.  Click the Save button on the upper right-hand side of the settings page.

Set up a customized message for your invoice payment terms:

1. Enter a customized message in Payment Terms. The message will appear on the invoices you send.
2. Click the Save button on the upper right-hand side of the settings page.

Add footer notes that will appear at the bottom of the invoice: 

1. Type a customized message in Footer Notes. The message will appear on the invoices you send. 
2. Click the Save button on the upper right-hand side of the settings page.

Enable Partial Payments

Go to Administration, click Settings, and then click the Invoice tab. Scroll down to view the Payments Page section.

You can set up your account to accept partial payments from your customers:

1. Click the Allow Partial Payments toggle to set it to Yes. 
2. Click the Save button on the upper right-hand side of the settings page.

Enable ACH Payments

Go to Administration, click Settings, and then click the Invoice tab. Scroll down to view the Payments Page section.

You can set up your account to accept ACH payments from your customers:

1. Click on the Allow ACH Payments check box to have a green checkmark.
2. Click the Save button on the upper right-hand side of the settings page.

Email Customer Notices 

Go to Administration, click Settings, and then click the Invoice tab. Scroll down to the Notifications section.

To send a reminder notice to your customers x days before an invoice is due: 

1. Click on the toggle for Email customers a reminder notice? to set it to Yes.
2. Specify the number of days before the due date for an automated reminder email to be sent. 
3. Click the Save button on the upper right-hand side of the settings page.

To send an overdue notice x days after an invoice is due:

1. Click on the toggle for Email customers an overdue notice? to set it to Yes.
2. Specify the number of days after the due date for an automated reminder email to be sent. 
3. Click the Save button on the upper right-hand side of the settings page.

Saved Line Items

Go to Administration, click Settings, and then click the Invoice tab. Scroll down to view the Line Items section.

When you Create a New Invoice, you can select from a list of your saved line items.

To create a new line item:

1. Click the Create Item button.
2. Enter the Description and Unit Cost. 
3. Click the Save button.

To edit a saved line item:

1. Click the saved line item you want to edit.
2. Make your desired edits.
3. Click the Save button.

To remove a saved line item:

1. Find the saved line item you would like to remove.
2. Click the Remove button on the right-hand side.
3. In the confirmation pop-up, click Remove.