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The Format Options for printed and emailed invoices now includes the “Remittance Slip” feature. This option presents a section at the bottom of the invoice page that the customer can return to you with their payment, and includes the client name, invoice number and amount, and the client’s account balance.
Additionally, if you accept credit card payments, the Remittance Slip can include a form for the client to fill out their credit card information when returning the slip to you.
These features can be turned on or off using the Format Options section of the Action Panel (on the left in full-screen or on the top in the mobile side).
Please see the screen shots below for a sample of the Remittance Slip and the location of the format options.
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InvRemitSample.png [ 21.57 KiB | Viewed 4683 times ]
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InvRemitFull.png [ 34.64 KiB | Viewed 4683 times ]
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InvRemitMobile.png [ 23.99 KiB | Viewed 4683 times ]
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Julie Schwalm
iForgeAhead
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