Invoice template field reference
Table of Contents
This article describes the fields available when creating or editing an invoice template.
General
| Field | Description |
|---|---|
| a. Template name | The name you’ll see when selecting the template. |
| b. Description | An optional description of what is included in the invoice. Supports account shortcodes based on custom fields and date shortcodes. |
| c. Payment method | How clients pay invoices: credit card, bank debit, or both. |
| d. QuickBooks settings | Location and Class for the invoice to be sent to QuickBooks. Not visible to clients. Displayed only if location and/or class tracking is enabled in QuickBooks (Account and Settings > Advanced > Categories). |
| e. Send email to client when invoice created | Replaces the default text in the email notification sent with the invoice. The email is not accessible after sending. Supports account shortcodes based on custom fields and date shortcodes. |
| f. Pay invoice with credit if available | Toggle on so the invoice is paid with any TaxDome credit the client might have. |
| g. Send reminders to clients | Toggle on to send an email notification to the client if they haven’t paid within a specified number of days. More on reminders . |
Line items
| Field | Description |
|---|---|
| a. Line items | Click to select an existing service or create a new one. Choose a Team member to apply a custom rate if one has been set for this service and employee. Set the number of services and tax rate , and type in the Description (optional). Select Class to send to QuickBooks (not visible to clients). |
| b. Discount | Click to add a discount line item, then fill in the Rate field. |
| c. Settings | Determines which columns are displayed in the invoice. Description and Service date are automatically hidden if empty. Rates & Qty and Tax columns must be hidden in Settings to not appear, even when the value is 0. |
| d. Note to client | A note or payment details message displayed in the client portal and in the PDF invoice. Supports shortcodes. |
Summary
| Field | Description |
|---|---|
| a. Subtotal | The sum of service amounts before tax. Editable when there are no line items; calculated automatically and not editable once line items are added. |
| b. Tax/VAT/GST rate | Editable when there are no line items. With line items, requires the Tax column to be enabled. More on sales tax . |
| c. Tax/VAT/GST amount | Calculated automatically from Subtotal × Tax rate. Both the tax percentage and amount are displayed. |
| d. Total | Calculated automatically from Subtotal + Tax amount. |
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