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Invoice settings
Invoice settings

Customize your invoice settings once and they will appear on all your invoice to save you time.

Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a week ago

The settings you define will appear by default on all your invoices to save you considerable time.

Fill in the Invoices General settings

  1. Validate the general settings

    1. Currency and payment terms (modify with the arrows if required)

  2. Start your invoice number sequence according to your needs

    1. Prefix: to distinguish invoices from another system and/or to distinguish a fiscal year, etc. (if applicable)

    2. Suffix: for the same reasons as above (if applicable)

    3. Length of number series (maximum 5 digits)

    4. The beginning of your series when you're ready to start

  3. Add taxes numbers and amounts so they appear automatically on your invoices

    1. Click on Add a tax group

    2. Complete the information as below for Quebec

    3. Save and repeat if you operate in more than one province

Fill in Your invoice information

Add your company information that will automatically appear in the header of each of your invoices (see Overview on the right).

Note

License Number is only applicable if your professional association requires your number to appear on your client agreement documents such as quotes and invoices.

Create your Payment Schedules

This section allows you to create the default payment options (number of payments, payment method, date, etc.) that you want on all your invoices. You will always have the option to modify them.

The payment schedules are adapted to all invoice scenarios:

  • 1 invoice with 1 payment

  • 1 invoice with 1 deposit and 1 payment upon completion

  • 1 invoice with multiple payments

Here is an explanation of the fields in the payment schedules:

  1. Number of payments linked to the invoice

  2. The line for each payment opens a window for editing

  3. The payment date can be:

    a) At billing date: when the payment is due upon receipt

    b) Scheduled: when the payment is due on a specific date

    c) To be scheduled: when the payment date cannot be determined in advance

  4. Percentage of each payment related to the invoice

  5. Select the payment method(s) offered:

    Note: Credit cards and Direct debit are offered through the Plannit Pay online payment platform.

  6. Save

To learn more about how to create specific scénarios of payment schedules based on the options you offer, refer to Creating Payment Schedules for Your Invoices.

Customize the Notes, Terms and Conditions

Invoice notes help personalize your customer experience (i.e. Thank you for choosing our company, Thank you for your trust, etc.) while terms and conditions detail the basis of the agreement between you and your customer.

To add or modify a note on a quote:

  • Click in the text box (avoid copy/paste)

  • Once you have written the text, click on the check mark to save, and click the "X" to delete

Note

If you have a long text that has already been written that you would like to transfer in Notes and/or terms and conditions, we recommend the following procedure so as to keep the initial format intact:

  1. Open your source document

  2. Convert it in HTML as per the exemple for a Word document in the screenshot below (you will be able to edit the HTML text, if required)

  3. Copy the text in Plannit

If this doesn't produce the desired result in terms of formatting, but you don't want to rewrite each clause in Plannit, you can also:

  1. Copy/paste the Word text into Bloc Note (or another unformatted text application)

  2. Copy the unformatted text into Plannit's terms and conditions section

  3. Edit the format directly in the section.

Program the Automation settings (package Pro and Premium)

This feature allows you to automatically send up to 2 reminders to your customers who have not yet paid your invoice.

To activate (push the button to the right)

Activate the automatic event trigger reminders by clicking on the button.

  1. Enter the number of days to send the first reminder

  2. Enter the number of days to send the second reminder

  3. Enter the number of days to send the reminder to the employees

Note

Only employees who have been enabled to receive notifications for late payments will receive them. To activate it, see Settings / Users / Notifications / Late Payment

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