Invoice Settings and Templates

This is where invoicing meets your ledger. Four tabs, and the first two are the ones that do the work. Charge Types are the things you bill for. Consulting. Services. Product. Whatever you actually sell.

And every one of them points at a G/L account. Pick it once, here. From then on the Charge Type appears on your Invoices for selection, and every line you bill posts to the right account without you thinking about it. There is a Default Charge Amount too, which saves typing the same figure over and over.

Payment Types work the same way. Cash, Cheque, eTransfer, Interac, Helcim, Other.

And each one points at a Bank or Deposit account — where the money actually lands. Put the bank you use most often. If a particular payment turns out to go somewhere else you can change it on the payment itself. Custom Invoice is the third tab. Your logo, your numbering, your default hourly rate.

And Payment Processing is where you take money by card. You connect your own Helcim account. Payments made against your Invoices go directly to you, and any disputes are handled on your account, not ours. Which means your Clients can pay a card or a direct transfer straight off the Invoice, and the money is yours the moment it clears.