How do I define invoice reminders and other invoice settings?

You have control over many aspects of the invoicing process in ShootQ. To get started setting up your invoices so that they display the way you would like them to, visit the Invoice Settings Page.

Settings > Invoices & Payments > Invoice Settings

The first thing you will define is whether or not Automatic Emails will go out to remind the client about upcoming and unpaid invoices. If you only accept checks or use a merchant account that does not provide feedback to ShootQ on payments (such as an external shopping cart through the Third Party External Link option), you will need to be diligent about updating your invoices in ShootQ once you see a payment has been made in your merchant account. This will prevent your clients from receiving Past Due notices on occasions where they have paid the invoice but you have not had a chance to update the invoice in ShootQ.

However, to use this feature, simply click the checkbox to enable it and define how many days prior to the invoice due date you would like the first reminder to be sent. Then you can draft an email to go out, just as you would any other Automatic Email, utilizing the Variables to personalize the correspondence. Just make sure to use the Variable labeled Link to View Invoice so that the client can access it.

Note: Follow-up reminder emails will be sent automatically every 7 days until the invoice is marked as "Paid".

You can then choose to send automatic thank you emails for payments that were marked "Paid" manually or automatically online.

The next setting is an option to display a Tax ID Number on the invoice along with an additional piece of related text, for those areas of the world which require something like this.

To our fine Aussie subscribers: the Value field is where you can display any text that is required by the government for Australian invoices.

You will have the ability to enable payment instructions if you are not using a merchant account. Instead of the standard notice to send a check to your business mailing address, this will allow you to describe how you would like the client to go about processing their payment in more detail. This is ideal if our Australian customers, many of whom use a direct bank draft system, as well as any other business where more specific payment arrangements need to be made.

And finally, you also have the ability to Mask the invoices so that the retail price of your Products and Services are not displayed on the invoices. The client would only see the package price, not the itemized prices of the individual package products.