Invoice Send Method
The Invoice Send Method is set in Config > Invoicing > Invoice Admin. The selection you make here will determine the default setting for sending invoices from your portal. Choose from:
- Send via Email (Invoices will be sent via email with a link to view them online)
- Send via Email with Attached PDF (Invoices will be sent via email as an attached PDF)
- Send via Post (Invoices will be available to download from the portal)
Webservice Default Charge Item
This is the default charge item used for certain integrations. If you need assistance with this setting in your portal, please contact Support.
Invoice Ageing Method
The Invoice Ageing Method determines whether invoices are aged from their issue date or from their due date.
The setting that you apply here will determine the date that is used to calculate when payment reminders need to be sent and when an invoice will be considered ‘Overdue’. This date will also determine how invoices appear in the Aged Receivables Report.