Invoice Process refers to the configuration of your automated invoice workflow within the ServiceWorks software. Here’s a brief look at how to utilize the options within this section:
To begin, click on the cogwheel icon in the toolbar to open the Configuration tab and navigate to Configuration → Invoice Settings → Invoice Process
In the following menu, you can configure the following for your invoice process:
- Invoice Process – Enabling this checkbox will ensure that the process of sending an invoice to customers is automated; if not active, the invoices will have to be sent manually
- Run Process – Determine the interval in which to create an invoice after a job has been completed: Immediate, 15 days, 30 days, 60 days, or 90 days (Note: Customers with payment terms set will not be affected by the choice in this dropdown
- Due Days – Designate how many days after the job has been completed for the invoice amount to be due
- Auto Charge Day – Designate the time period in which to charge your customer’s saved payment details for the invoiced amount. This can be selected for either Before or After the Scheduled Date of Service or the invoice’s due date
Once finished, click Save to store your changes.
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