The format on our invoices has changed leading to an issue when they are getting sent out via snail mail.
The addresses have swapped sides, leading to all invoices being sent to the business address instead of the customer. This is creating additional costs and work.
Nothing has been changed on our end, but it may have been that the invoice template or formatting has been altered by a user on your account.
Prior to sending an invoice by snail mail, we show an overlay of where the address would appear for you to confirm before it is sent. If you don’t see this, please let us know and we’ll investigate.
The style of your invoice can be found by going to the “Invoice Style Gallery” (green button) in the top left corner, when previewing an invoice.
This looks like a problem with all invoices not just the SnailMail ones although this is what causes the issue due to the way they print out.
We have not altered the invoice customisation in any way.
The invoice layout in “Account Settings”, “Invoice Customisation” has the business address above and the resident address below and has always been this way.
A recent invoice #9302 (12-Jun) that was emailed to a resident matches the above layout.
The following months invoice #10027 (09-Jul) that was emailed to the same resident has the problem where the business address is on the left and resident address on the opposite right hand side and does not match the previous layout.
However, if you look at invoice 9302 (12-Jun) in Quickfile it also now has the problem.
Because Quickfile previously generated #9302 OK and is now showing it messed up then the problem seems to lie with Quickfile. Could there be a bug they have introduced during an upgrade or a data corruption?
Apologies for any confusion. The invoice style gallery would change the look of the invoice, accessible from the green button in the top left corner when previewing an invoice:
This will alter the way an invoice looks, including address placement and affects all invoices, regardless of how they are produced or sent (e.g. email, snail mail, view online).
Whichever template is selected at the time, is the one that will be used to generate the invoice.
The template selected as of today, will be used for all invoices viewed and generated at this specific moment in time.
I recommend either choosing a template that would suit your needs (e.g. supporting snail mail too), or customising your existing template to be suitable for this use.
If you need help with any of this, please don’t hesitate to let us know.
I’m sorry if there has been a misunderstanding. I can see what you are saying but just to clarify we have not changed our invoice templates at all. So believe this must be an error with quickfile, and whatever error has occurred between June and July has now altered all of our past invoices from June back.
Hello @JessicaFerguson
I have logged on to you account and chosen the standard template (your address above the clients address). This can be done at any time by selecting the invoice style gallery as mat described previously.
Any invoice you view is now in this format (new and historic).
Thank you for your help, will this be for all invoices going forward?
Hello @JessicaFerguson
The set design will remain, unless you select a different one. (This can be done at any time by selecting the invoice style gallery as mat described previously.)
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