Is there a way to enter 2 due dates on invoices? Some of our invoices are for services way in the future and therefore we require a deposit to be paid by xyz date and the balance due on another date, is there a way for me to set this up?
If there isnt is a way to add a second date is there at least a way to add a new customised e-mail so like we can pick the invoice overdue e-mail as a template could we create another one ourselves to say deposit overdue?
Hello @charlotte
The best way to do this would be to have 2 lines on the invoice breaking down how it should be paid.
You can also use the additional notes for more description or as an alternative. See example below
You may wish to create the first invoice and add a note with the full value on it stating the second value will be invoiced at a later date etc
Thanks for the suggestion, i already do utilise the lines/notes sections however people still do not seem to take notice of them or follow the instructions, would be great to either have a deposit due date and a balance due date option in the invoice and/or be able to send payment reminders as per those dates also. Is there no way to add our own e-mail template so we can send an overdue reminder pertaining to just the deposit?
Hello @charlotte
You should be able to add our own e-mail template so you can send an overdue reminder.
Account Settings > Routine Emails
That’s an account level template. But you can also do it on a client-by-client basis.
Please see the link below for more information.
https://support.quickfile.co.uk/t/customise-your-email-templates/21322
Thanks Steve, so from what I can see we can only amend the templates that are already there, is there a way of creating a new email, so I can still have all the e-mails which I use all of already plus one more regarding deposits?
Hello @charlotte
Sadly you are limited the the default selection.
However you can customise them on a client by client basis, for example
On the account that you invoice for deposits, you could amend the template to reflect it and the default template would remain for all other clients.
To do this see below
To create a custom email template for a client, first navigate to the client detail screen for which you’d like to create a custom template. Then on the “View” menu select the option “Custom Email Templates”
You will now see a selection of client related email templates that you can customise as required.
Please feel free to post a feature request on the forum for adding additional email templates.
This would allow other forum members to vote on it
Thanks Steve, unfortunately this wouldnt work as its not just a select few clients who need to pay deposits. I will add to the features request as suggested
An alternative might be to invoice just the deposit first, then do a second invoice with one line for the full amount and then a second negative line to deduct the deposit already paid, leaving the total as the balance amount.
Thanks Ian, unfortunately it’s a bit messy for me to do it that way as i need it to marry up with my sales ledger under one job number but thank you for the suggestion
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