BILLING: Invoice Profiles
What is an Invoice Profile?
An Invoice Profile is basically an Invoice all ready to go - it just needs to be assigned to a Client.
You can then apply the appropriate Invoice Profile to a Client with just a few clicks.
How do I create an Invoice Profile?
Navigate to Billing > Invoice Profiles.
Creating an Invoice Profile is very much like creating an Invoice, but with a few key differences.
CLICK HERE to learn how to create an Invoice
The Title field gives you the option to use Placeholders so that you can dynamically create a unique Invoice Title.
Profile Settings: Choose from the dropdown menu how the Invoice will be generated when the Profile is triggered. You can choose Open (will immediately be assigned to the Contact), or Draft Status.
Publish Settings: Set a Relative Due Date for the Invoice, which will be determined based on the date it is generated.
How can I assign an Invoice Profile?
For a new Contact, you can assign an Invoice Profile while manually adding a Contact into the platform, or via Intake Form.
For an existing Contact, you can assign an Invoice Profile through the CRM list.
Manually Add Contact
Navigate to CRM > Contacts, and click the +Add Contact button.
In the Invoice Profile section, you will be able to select an Invoice Profile from the dropdown menu.
Navigate to Forms, and click the +Add Form button.
When prompted, select CRM Intake Form.
You will be able to choose an Invoice Profile from the dropdown menu.
If you would like to apply an Invoice Profile to an existing Client, navigate to CRM > Contacts.
Click the Options dropdown menu for the Client, and select Apply Invoice Profile.
A modal will appear in which you can select the Invoice Profile from the dropdown menu.