The Billing Options are managed from the Billing > Billing Options page. Here you can setup how the system handles billing and invoicing.

  • The Processing Time determines when the system automatically sends out reminders/overdue notices and charges credit cards
  • The Default Terms will determine how soon new invoices are due. Invoice that are Due on receipt will be due the day the invoice is created. Net 5, 7, 15, 30 and 60 invoices will be due that many days after the invoice date. The due date of the invoice will determine when the reminders and overdue notices are sent
  • An Invoice Reminder emails will automatically be sent this number of days before the due date. Included in this "Invoice # Reminder" email is the invoice date, total, amount due and due date. If using Due on receipt for the invoice terms this reminder won't be sent. This automatic reminder will be sent only if the invoice is marked as "Sent" (see Sending Notices and Reminders)
  • The Invoice Overdue emails will automatically be sent this number of days after the due date. Included in these "Invoice # Overdue" and "Invoice # Overdue Second Notices" emails are the number of days overdue, invoice date, total, amount due and due date. These automatic reminders will be sent only if the invoice is marked as "Sent" (see Sending Notices and Reminders)
  • If you upload an Invoice Logo it will be placed on the printable invoices that your members are sent a link to view. The logo will be automatically resized to fit the invoice
  • The Invoice Footer is placed at the bottom of every printable invoice. You can use this for general billing or "thank you" messages. Additional notes can be added to individual invoices (see Creating and Updating Invoices)
  • If you have Merchant Account credit card processing you can add Credit Card Convenience Fees. These allow you to automatically add fees to all invoices that are charged to credit cards (they won't be added for payments by check). You can add multiple ranges and fees (eg. $10-50 is one amount, $51-100 is another, etc.)