Customize Your Invoice Settings
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Each client has different needs, which is why you can customize your invoices in BigTime. This article will highlight the customizing options you have when you’re ready to invoice a client.
To access your invoice settings, click Invoicing...Configure on your navigation bar. A new window will pop up with your customization options. In this article, we’ll explore each tab on this window, from left to right.
You’ll automatically default to Address Info. Use this area to include your firm’s address and upload a logo. The address you enter here will appear at the top of your invoice. You can also adjust the placement of your firm’s logo and address (left, right top, bottom, or solo).
Remember to save your work by clicking Save.
Use your Defaults tab to have certain details appear on each invoice. Here you can indicate whether or not there’s a sales tax. You can also set up an automatic invoice numbering system, like “mm-dd-yyyy” (month, date, year). Hover over the “i” icon, and you’ll get other suggestions on how to number your invoices.
Invoice calculators are used to compute line items on your invoice. Here are brief definitions of each calculator type:
- Manual invoice - an invoice for a specific dollar amount.
- Time and Materials (T&M) - an invoice that’s calculated by expenses and the billing rates you set up.
- Fixed Fee - an invoice based on the tasks created for each project. You can bill a certain percentage of a task, or bill the entire task once it’s complete.
Adjust the content and the look of the invoices you create by turning on your PDF options, or create your own. A customized invoice allows you to add details like tax rates, a header and footer, receipts, and time and expenses, among many other options. Once you create and save your customized invoice, it’ll appear under “PDF Styles.”
Use the Email Settings tab to set up specific defaults. That way, the next time you send an invoice by email, it’ll use the default values you created.
For example, send an invoice from the same email address and name by filling out the textbox under Send From Name and Send From Email.
You can also customize the email subject and message that accompany the invoice. Type the message you’d like to use as your default, and click Save.
Where to go from here:
Need more details? Once you understand the basics, the articles below will take you a little deeper.