This article is specifically in relation to Frequently Asked Questions for Invoicing. For any questions that are specific to Xero integration please see the Xero Article or Xero Troubleshooting Article.
How can I create an Invoice Template?
If you are integrated with an accounting software, you should manage your invoice templates within your accounting software. When you generate an invoice in GeoOp, GeoOp will send a request to your accounting software to generate an invoice and then return the PDF for that invoice into GeoOp. So any changes you would like to make need to be done in your accounting software.
If you are not integrated with any software, but wish to create a document template. You can do so by utilising GeoOp document templates.
You can create an invoice template from scratch, or you can follow the below steps to quickly create an invoice template which you can then customise to suit your needs.
Create a copy of the existing template 'Quote'
Update the following areas of the template:
Update the name of the template to Invoice
Remove 'job title' and replace with TAX INVOICE
Type 'Invoice # INV-' before the dynamic field for 'job reference', this will make all your Invoice numbers INV-[Job-reference]. E.g. INV-1001
Replace 'Quote' with 'Invoice Issue Date'
Replace 'Quote is valid for 1 month' with Invoice due: 1 month from issue date
On the settings cog (found next to the copy button) for your new template, set 'Show Invoiced' to 'Yes'.
Hit Save
Here is what that looks like:
