This page is where you can find the global settings for batch invoices. You also have the option to override these settings in the Preview & send page.
1. Attach individual invoices toggle: Toggle on the switch if you want individual invoices to be included in the batch invoice. The individual invoices (PDF) will be attached to the email.
2. Batch Invoice prefix - The invoice prefix field allows you to customise the beginning part of the batch invoice number or reference. You can use up to 5 characters for the batch invoice prefix.
3. Compact display - This option displays the individual invoice number, job type and service date in one line
4. Expanded display - Select this if you want to show the line items included in the invoice.
5. Send job sheet on job completion toggle - Enabling this will make the option to send the job sheet to the customer while sending the invoice to the batch queue at the same time.
6. Attach Job sheets toggle - Turning this on means that the individual job sheets will also be attached to the batch invoice email.
7. Preview PDF and Save buttons - Click on the Preview PDF button should you want to check how the invoice appears as a PDF. The save button is to apply the changes.