Ensuring your customers receive their invoices in their preferred format is an important part of managing billing in PRO Software. The Send Invoice Method allows you to customize how invoices are delivered to each customer, ensuring efficiency and customer satisfaction.
Selecting a Send Invoice Method
Follow these steps to set the invoice delivery method for a customer:
- Navigate to Billing Information
- Scroll down to the Billing Information and Contact Information sections in the customer profile.
- Choose the Invoice Delivery Method
- Click the Send Invoice Method dropdown menu.
- Select the customer's preferred invoice delivery option.
- Enter Customer Email (if applicable)
- If the customer prefers to receive invoices via email, ensure that their email address is correctly entered.
📌 Note: When creating a new customer, always specify their preferred invoice delivery method. Familiarize yourself with the different options available in the Send Invoice Method dropdown to ensure accurate selection.
Final Thoughts
Customizing the invoice delivery method ensures that your customers receive their invoices in the most convenient way for them. Keeping billing preferences up to date helps improve customer satisfaction and reduces missed payments.