Invoice Preferences

This section enables you to create settings that control how your ReceivablesPro invoices look (logo and contact information). The settings entered here are also used to co-brand your Customer Portal—the interface your customers use when they login to make payments and view invoice and payment history. (See Appendix E: Customer Portal.)
NOTE: These settings do not control Web Payment Pages, which are configured in the Web payment pages tab in the Settings section. (See Web Payment Pages.)

 

You can add your logo, manage the contact information for your company, and set a global message that appears on all invoices.  It is accessed by clicking "invoice preferences" link in the INVOICE CONFIGURATION section of the Settings-->Configuration screen.

 

The following sections provide instructions for configuring each section of the Pick Your Preferences screen. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.

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