Certain invoice settings can be set for individual and global buyers. To amend these, head to People → Buyers and select the buyer you wish to change the settings for. Click into their settings tab.
Payment method
Select the method of payment the buyer usually uses - this is for informational purposes only.
Bank transfer
Cash
Cheque
Credit card
Debit card
Direct debit
Local authority
Invoice numbers
Select the invoice number scheme that will be used when issuing invoices for this buyer. Read here for more information.
Invoice display settings
Choose how information is shown on the exported invoices, it is possible to set these for individual buyers, rather than using the settings on invoice settings. You can choose from:
Display density - Choose how the items are displayed for each buyer from
Detailed
Grouped by visit
Grouped by visit hours
Grouped by item
Grouped by item and week
Show service contract for bookings? Choose whether the client's service contract will be shown on the invoice for each booking
Group by service contract? Option to group items by the service contract, or solely by date
Show client's address on invoice export and PDF? If enabled, you will be able to see the client's address. This is disabled by default
Invoice page footer - Set a custom page footer for the buyer
Invoice footer - Set a custom invoice footer for the buyer
Invoice delivery
Set a delivery preference for the invoice, you can set either:
Email
Print