In the below video, we will be talking about the Invoicing module, specifically what settings in the Property effect invoicing.
In this video, you will:
Learn how the Separate Invoices setting on the property record effects how our invoices are created
Learn how the Paperless Invoices and Email Invoices settings change how invoices are sent to our customers.
All three settings are set on the property record and communicate to our invoicing assistant when generating invoices and completing batches.
Sections
0:00 Introduction
0:33 The Three Settings
0:54 Default Settings
2:03 Separate Invoices Setting
3:40 Paperless Invoices & Email Invoice Setting
6:30 Review
Training Video