To change your invoice and estimate preferences go to settings (this is the gear icon at the top right of your screen).
From there click on “Invoices & Estimates” on the left menu.
From there you can set the following:
The default invoice & estimate messages and billing terms that are shown on all invoices (You can also set a note or terms on a per customer level as well).
The default email subject and message when you email an invoice to someone.
The default message that is sent when you text an invoice so someone.
You can choose what is shown at the top of your invoices and estimates such as your phone number, email address, your website.
In the final section you can choose to hide or show any outstanding balance on invoices, show a “Past Due” stamp on past due invoices, set how many days between the time you send an invoice and it becomes past due, assign a past due late fee, and show the invoice due date on invoices.
How can I get the PO number to print on my estimates?
The Invoice’s have there own number and Estimate’s have there own number. You can set the default number for each one in the account settings for your account. Once it is setup there it should print it on each estimate or invoice.
The word late fee isnt showing up on the invoices or you cant edit them to remove the latefee
In settings you can turn on and off n the late fee feature.
Is there any way to change the discount to a dollar amount rather than it being percentage?
Is this program able to be used in Australia? We have GST. Is that built in as an option?
Yes, I believe so. I’ve been using Lawnpro in Australia for a number of years but don’t have the need for GST. That said, there is an ability to input Tax to your calculations. You will need to nominate 10%. Cheers…Paul
I’m doing a test of the program to see if its a fit for my company. On a test estimate I sent myself it has a pay stub on the estimate. Is there a way to delete that from the estimate? It had it on the PDF file but not on the link.
Sure hope we can get the PayPal option back on invoices. I also did a test invoice and logged into the client portal. The outstanding balance is displayed, but doesn’t show any invoices. The logout button doesn’t redirect the user back to my website like I specified in setup. I am also able to continuously re-register with no notification I already have an account. There are no password requirements either for creating an account. To me, this tells my customers I don’t place a high priority concerning their information especially since they can enter/save credit card info.
I wish instead of a flat rate late fee, y’all would implement a percentage rate that is automatically added after the past due date. It’s a real pain having to do it manually. A percentage basis is much better, customers who have a monthly bill of say 1200.00 would be more likely to make sure they pay on time if a 10% late fee of 120.00 is added rather than a measly 10 bucks,…. just sayin
1-how can i print and estimate with out the total charges? so I can give to my crew??
2 how can I reverse and Invoice to an estimate??
I can no longer find the print option to not include a payment stub on invoice and the full invoice does not fit on a 8x 10 page. Did something change – is there another way to eliminate the stub?
Is it possible to refer back to the e-mail sent from Lawnpro along with the invoice?