Setting Invoice Defaults

You can control the look and feel of your invoices, including determining what data fields are displayed.

Step 1 

Navigate to Control Panel > Invoice Defaults.

Step 2

Select your preferred Default Invoice Options.

INVOICE DEFAULT OPTIONS:

Show Item/Product Name

This will enable the column Product/Service in the invoice body.

For some companies, this is necessary information for the customer to see. We recommend that you toggle this setting to view the difference on the invoice and ensure that it’s enabled if needed.

Show Description

This will enable the column Description in the invoice body.

Show Quantity

This will enable the column Quantity in the invoice body.

If Quantity is left blank on the invoice in the accounting software, it will also be left blank on the Biller Genie invoice.

Show Unit Price

Show Total

Show Service Date

Show Display Name

If the display name in the Customer Profile in Biller Genie is the same as the first line of the Bill To address from your accounting software, you can leave the Display Name field turned off to avoid redundancy.

Display Name turned on: 

Display Name turned off: 

Show Job Name

Show the name of the Job on the invoice. 

Show Memo Field

If you add a memo on the invoice in your accounting software and turn on the Memo field, you’ll see the memo under Notes towards the bottom right of the invoice.

Add Invoice as Attachment in Reminder

Any reminder sent to a customer will have a PDF file of the invoice attached. 

If this is turned off, the PDF file will not be attached to Reminders. However, the customer can still download a PDF copy of the invoice after following the View Invoice link in the Reminder email.

Note: We recommend this setting remain turned off to ensure the highest email deliverability rates. 

Show Custom Fields

The custom fields will appear in the same order as they do on the invoice in the accounting software. They’ll appear stacked above the default fields “Invoice No., Status, Invoice Date, Due Date, and Total”, and just below your company name and address.

The custom field must be populated with data in QuickBooks for this to display on the Biller Genie invoice. Either “Print” or “Screen” checkboxes (one or the other) must also be checked for these to be available for Biller Genie to pick up on.

Step 3

Select your preferred Invoice Template.

Choose from:

  • Classic
  • Modern
  • Simple. 

Step 4

Click Save Settings.