Invoice Payment Settings

Handling business transactions often involves sending invoices to clients. Traditionally, this means entering client and item details and dispatching the invoice. However, there are several enhancements you can implement to simplify the payment process for both you and your clients. This guide will walk you through setting up these features.

Setting Up Invoice Payment Features

1. Access Invoice Settings Begin by navigating to the Invoices section within the Payments area. Click on the gear icon to open your settings menu. 

2. Modify Payment Settings Within the Invoice Settings, proceed to the Payments Settings section. Here, you can adjust three key settings to streamline invoice payments. 

• Invoice Due Date Set a default due date for your invoices. This is useful if you have a standard or legally required payment timeframe. While the due date can be adjusted per invoice, setting a default saves you from entering it repeatedly. 

• Partial Payments Enable partial payments to allow clients to pay in installments. This feature provides flexibility in payment amounts and helps in managing microtransactions effectively. Activate this option and specify the minimum percentage required for each payment. 

Clients will see a pencil icon next to the invoice amount, which they can click to adjust the payment amount. 

Note: For recurring invoices, partial payments are available only for invoices without auto payment enabled or the first payment in a series with auto payment.

• Tip Payments Enable tip payments to let clients show appreciation for your services. This feature can be used to motivate your team. Activate the option and set default tip percentages.

Clients can choose a tip from the predefined options, add their own amount, or opt out.

3. Save Your Settings Once you've configured the settings to your satisfaction, click the Save button. These changes will apply to all future invoices. You can revisit these settings anytime if adjustments are needed.

FAQs

Q: I can't see the changes or my invoices aren't being sent.

A: Ensure that a payment gateway is integrated. Check this in the Integrations Tab. If the payment gateway is not connected, you need to establish the connection before proceeding.

Q: When refunding an invoice, do I need to refund the tip separately?

A: No, refunds will cover the full invoice amount, including any tips.

This setup will save you time and effort by applying these configurations globally to your invoices, making your payment process smoother and more efficient.