How to Set Up Contract Invoice Groups

• From the main navigation, go to People> Clients> (Client Name)> Contract> Invoice group.
• If this is a new client, you will see 2 red notifications.
• On the 1st notification, you will need to add a remittance (company logo), this will show on your invoice.
• To do this, click on “Add one here“
• You will be redirected to the Remittance page.
• Click “+Add Remittance”, then choose the appropriate logo.
• Click the back button.
• You will also need to add an address, to do this, click “Click to add one now”.
• A pop-up window will show, fill out the form and click “Create”.
• Once the logo and address have been created, you will see “Default Invoice Group” has been created on the left side.
• The default invoice group will have the default settings, to change this, click “Edit”.
• From here, you can change the following:
  • Payment terms
  • Template
  • Mailing Options
    • Tick the box “Mail Invoices”, if you want the invoice to be emailed. If you want to change the address tick the box “Change”.
    • Tick the box “Put Address in Footer”, if you want to add the address in the footer
  • ACA Options – there is a separate video instruction for this.
  • Display Options – Tick this box, if you want to group sick time together with regular time
• If you want the invoice to be emailed, go to Email Recipient on the left side, and click “+Add Recipient”.
• If you have unassigned jobs, it will show on the Invoice Groups. All you have to do is click “Assign” to assign the job to an invoice group.