If you’ve ever been in a situation where your invoices were sent out by hand, or to clients who prefer mail, you may be wondering if there’s an option to insert a special insert. This can include a greeting, a link to the invoice, or simply a special message for customers.
Invoices are a critical part of running a business. They indicate how much is owed for a specific service or product, and help set up payment terms with your customers. Whether you’re using email, mail, or invoicing software, it’s essential to make sure your invoices are professional and easy to read. Using a template can help you keep your workflow on track, and it’s also a good way to save time when you’re sending invoices. Customizing your templates You can customize your invoices with items, payment methods, and due dates to get them looking just the way you want them. To do this, go to Studio Manager Dashboard > Templates. Create a new template from scratch or edit an existing one with your items and payment methods. Add a message to your invoices Invoices can be used for many purposes, from noting important account information to mentioning seasonal promotions or thanking your customers for doing business with you. Adding a message to your invoices can be a great way to keep your workflow on track and ensure your clients have a positive experience. Creating contacts in FreshBooks If you’d like to include your contact details with your invoices, you can do this by logging into your account and going to Manage > Clients. From there, you can click Add contact under the list of recipients and fill out the form. Once your contact is added, they’ll appear in your list of recipients on all your invoices and estimates.
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