Skimmer Billing - Invoicing Settings
To learn how to choose settings for invoicing with Skimmer Billing, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
When you’re ready to start billing through Skimmer, you’ll want to choose your settings before you start creating invoices. Here’s how to get started. First, on the website go to Settings and then Invoicing.
Last Invoice Number shows the number assigned to the most recently generated invoice. Next Invoice Number sets, as you would guess, the number that will be assigned to the next invoice you generate, and then Skimmer will count forward from there for each subsequent invoice. So, if you set this number to 1000, the first invoice you generate will be given the invoice number 1000, and the next one will be given 1001. You can set this starting number to basically anything you want above zero, and at any point you can come back to this screen and change what your next invoice number will be.
Payment Due gives you several common options to choose from, and whatever you set here will automatically apply to the invoices you generate. It defaults to Upon Receipt, which means that if you generate and send an invoice today, payment is also due today. But you can change the default to 15 days out, 30 days out, and so on. Although your choice will be applied to every invoice that’s created, you can edit any individual invoice to apply a different due date. Or, when you’re actually generating the invoices, you can switch from the default. So you’re not locked into your default choice.
Default Invoice Message. Whatever you want to tell the customer by default, you can put it here. Again, this can also be edited per invoice or at invoice generation.
Again, this can be edited on an individual invoice if necessary, but there is an exception. For pool service and chemical dosages, you’ll need to control those parameters here because changing their tax setting is not an option during invoice generation. Everything else can be, but for those two categories, your choice must be made here.
You may wonder why Products aren’t listed here as an option. Because if you go to Settings and then Products, you’ll see that each Product already gives you the ability to indicate whether it’s taxable.
When you have the settings you want, be sure to click Save.
After you’ve saved, if you’d like to see what the email will look like, you can go to the top right corner, enter your email address, and send yourself a sample.