Name: Module 7.12.3 Invoice automation
SKU: Squeegee
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**MODULE 7 - ADMINS AND OWNERS - GLOBAL SETTINGS**

**7.12.3 - Invoice automation**

The next two settings relate to automation of invoices

**Disable automatic invoice generation**
For most jobs we recommend this being left as the default, (the box remaining unchecked) as then the customer goes into ‘owing’ and any automatic payments set up can be triggered. 


The times when this should not be enabled are for customers where you would like to have multiple jobs shown on one invoice. Generally this is then set as disabled on the customer or specific jobs rather than this global setting.

**Automatic invoice notification** 
If this setting is enabled, it uses the default notification method (email, SMS or both) to send the invoice automatically to the customer on marking the job as done. 

The text included in the message along with the link to the invoice can be set in the templates which is explained in modules 13 and 15.


By the end of this module, you'll be able to set the invoice automation settings as you need to for your business. 

By the end of this module, you'll understand how this setting needs to be set for replanning to work the way you need it to for your business. You'll know what to expect when replanning jobs from the planners. 

Module 7.05 The replan updates schedule setting

Module 7.12.3 Invoice automation

By the end of this module, you'll be able to set the default job frequency for repeating jobs, the default job duration and default assignee as well as choosing how the charts appear on the my work and work planner views. 

Module 7.04 Jobs and scheduling settings

By the end of this module, you'll know where to locate connected services to link up and manage. 

Module 7.12.1 Connected services

By the end of this module, you'll be able to choose if you'd like to have either or both of the automated payment method options to be hidden from the invoice to all customers. 

Module 7.12.5 Hide automated payment methods from invoices

By the end of this module, you'll be able to set this setting to suit your business. 

Module 7.12.4 Duplicate GoCardless payment protection

By the end of this module, you'll be able to set the settings for workers and planners on your account to match your business needs. 

Module 7.07 Settings for showing/hiding options for workers and planners

By the end of this module, you'll understand the Day Pilot settings and be able to set them how you need them to work for your business. 

Module 7.08 Settings for Day Pilot

By the end of this module, you'll be able to choose which bank account should be linked to different payment types during bank reconciliation.  

Module 7.13 Payment Accounts

By the end of this unit, you'll know where to request a data import from and how to archive older transactions and data if needed. 

Module 7.15 Data

By the end of this module, you'll be able to know where to upload your business logo for use in other places in the app, and how to change the look of the charts in the planner views. 

Module 7.02 General Settings

By the end of this unit, you'll know where to find the message templates for the different types of communication. 

Module 7.11.4 Message templates

By the end of this module, you'll be able to set a global payment period which then gives a 'due date' on invoices. 

Module 7.12.2 Invoice payment period

By the end of this module, you'll be able to set an invoice prefix and set the start number of the invoices in Squeegee for when you're ready to go live with the system. 

Module 7.12.8 Invoice prefix and start number

By the end of this module, you'll be able to set your preferred method of notification globally for all new customers added to the system, and know that this can be changed on the individual customer settings. 

Module 7.11.1 Default notification methods

By the end of this module, you'll be able to set up Squeegee SMS or two-way SMS, know how much each credit costs your business, top-up credits and set up auto top-up. 

Module 7.11.2 SMS settings

By the end of this module, you'll be able to set your preference on the global image quality of attachments and view the amount of storage being used. 

Module 7.03 Attachments settings

By the end of this module, you'll be know where to find the global settings for work-sign off and time-tracking on jobs and be able to set a list of predefined reasons for workers to choose from to pause the timer. 

Module 7.09 Settings on work sign-off and time tracking

By the end of this module, you'll be able to enable skip reasons for jobs and set a list of predefined reasons for workers to choose from when marking jobs as skipped. 

Module 7.10 Settings on predefined reasons for skipped jobs

By the end of the module, you'll be able to have set everything needed to send quotes and handle the booking element once customers have replied as you wish to. 

Module 7.14 Quotes

By the end of this module, you'll know where to find the setting for hiding one of the payment methods. 

Module 7.11.5 Hide Automatic payment methods from invites

Module 7.12.6 shows where to add default invoice notes in settings and gives some ideas as to what should be included in this section of the invoice.

Module 7.12.6 Default invoice notes

By the end of this module, you'll be able to understand these settings and set them accordingly for your business.

Module 7.06 Functions on completing jobs

By the end of this module, you'll be able to set your invoice and expense tax rates, enter your tax number and set the tax label. 

Module 7.12.7 Expense and invoice tax

By the end of this module, you'll be able to know how to set up 2 way email

Module 7.11.3 Setting up 2 way email

By the end of the unit, you will understand where to find the global settings for your account and how they affect the way the system works with regards to customers, jobs etc. 

Module 7.01 Understanding the admin and owner roles and permissions

07 Admin and owner global settings

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Module 7.12.3 Invoice automation

By the end of this module, you'll be able to set the invoice automation settings as you need to for your business.

Module 7.04 Jobs and scheduling settings - 3 mins

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