Sending a Thank You Note for Payment is really simple. Navigate to Settings > Email Templates and click on “Thank You Note for Payment” Click the template and customise the email content if required. You will notice a checkbox called “Email a ‘Thank you’ note for this payment” while recording a payment on an invoice […]
Avaza allows you to create multiple invoice and estimate templates, as well as assign default templates for your account and each customer. To work with Invoice & Estimate templates, head over to Settings > Invoice Settings
Users can choose to make Expenses, Invoices. Estimates and Credit Notes inclusive or exclusive of tax.
An existing Invoice/Quote Template can be changed at any time, and Invoices/Estimates that use that template will be automatically updated (Web-View only). However, we do not pass edits made to the Notes field to existing Invoices/ Estimates.
In Avaza, when you send invoices to clients, the invoice email is officially sent from an Avaza domain. You can ask clients to whitelist this email address as well.
On Avaza Invoices/Estimates, the tax is applied at the line-item level and then rounded because you can have different tax types for each line item.
Right now Avaza Invoices do not support this natively, however, you can follow the steps below as a workaround for early payment discounts.
Your clients can pay your Invoices online via Paypal. However, not all Invoices will display the Paypal payment option on the Pay Now popup.
It is legally required to display the Client Tax Number on invoices in some countries. You can add this information to the bottom of your client’s address to have it show up on the invoice.
You can upload your company logo image to appear on your invoice, estimates and Customer Statement Report.