V3 Adjust Invoice Settings on an Account

When you create a new Account, it'll contain Invoice Settings that match your Company defaults (Settings > Company Information > Accounting). These settings can be customized for each individual Account, however.
To update the billing Terms for an Account, follow these steps:

  1. Navigate to a Review Account overlay, then click Edit under the Actions list. 


  2. Under the Account Details section, click on Billing Information.


  3. Scroll to the bottom to update the Terms.


The Terms will determine how soon the Account's Invoices show as "Past Due."
If this is set to "Due on receipt," then Invoices will be marked "Past Due" as soon as they are generated unless the Invoice date is in the future.
To edit the Invoice Frequency or the Invoice Delivery Method, click on the Invoice Preferences tab:


If the When to Invoice selection is set to "Monthly," then all Jobs completed in a calendar month will appear on a single Invoice at the end of the month.
If this is set to "Daily," then an Invoice will generate every time a Job is completed.

These settings will appear on Invoices in these locations:


Additionally, you can also change the AR Account from the Company default.
If you want to change this, it can only be done on an Invoice by Invoice basis by clicking Edit from the Review Invoice overlay:


Note: The AR Account field does not pull into any pre-made reports in SA but it can be used in a custom analysis. It may affect your general ledger if you sync with QuickBooks.

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