Adjust Invoice Settings on a Client Account

When you create a new Account, it will have Invoice Settings that match your Company defaults (Settings > Company Information > Accounting). These settings can be customized for each individual Account.

To adjust invoice settings for an individual Client Account, follow these steps:

  1. Navigate to a Client Account and click Edit next to the client's name. 
  2. Click on the Billing tab. The following fields can be edited from the Company defaults:


The Send Invoice By selection determines whether Invoices need to be emailed, printed, or both.
Billing Terms will set how soon the Account's Invoices show as "Past Due." If this is set to "Due on receipt" then Invoices will show as "Past Due" as soon as they are generated unless the Invoice date is in the future.
When to Invoice determines how frequently Invoices are generated. If this is set to "Monthly" then any 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 be generated each time a Job is completed.

These settings will appear on Invoices here:


Additionally, you can change the AR Account from the Company default, as well. If you want to change this, it can only be done on an Invoice by Invoice basis.
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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