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 apply the Invoice Profile to a Client with just a few clicks.

You can also create a Recurring Profile, which will continually generate an Invoice, or an Accumulating Profile, which acts as a "running tab" for your Client with varying amounts with each generation.

CLICK HERE to learn about Recurring Profiles

CLICK HERE to learn about Accumulating Profiles


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.

Available Placeholders: [client-first-name]  [client-last-name]  [current-year]  [current-month]   [current-day]

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 Client), or Draft Status.

Publish Settings: Set a Relative Due Date for the Invoice to be paid, which will be determined based on the date it is generated.


How can I assign an Invoice Profile?

For a new Client, you can assign an Invoice Profile while manually adding a Client into the platform, or via Intake Form.

For an existing Client, 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.

TIP: This section will only appear when selecting the Client Role.

Intake Form

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.

TIP: This section will only appear when selecting the Client Role.

CRM List

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.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us