Configure Invoice Settings

Steps to Configure Invoice Settings:

1. Log In to the Application:

   • Open the "Marketing Balloon" application and log in with your credentials.

2. Navigate to Settings:

   • On the left sidebar, find and click on the "Settings" option.

3. Access Invoice Settings:

   • In the "Settings" menu, expand the "Setup" section.
   • Click on "Invoices" under the "Setup" section to open the Invoice Settings page.

4. Upload Invoice Logo:

   • In the "Invoice Logo" field, click the "Drop" or "Upload" button to upload your logo (size: 300x100 pixels).

5. Configure Invoice Details:

   • Invoice Prefix:
     • Enter the desired prefix for your invoices in the "Invoice prefix" field (e.g., "INVOICE #").
   • Invoice Color:
     • Specify the hexadecimal color code for the invoice design in the "Invoice Color" field (e.g., "#2e2c2c").
   • Invoice Footer:
     • Use the text editor to enter the footer text that will appear on all invoices. Include any important payment information or messages.

6. Select Invoice Style:

   • Choose the desired invoice style by selecting one of the available options.

7. Set Default Due Date:

   • Enter the default number of days after the billing date when the invoice is due in the "Default due date after billing date" field.

8. Email Settings:

   • Send BCC Email:
     • Enter the email address to which BCC copies of sent invoices will be sent in the "When sending invoice to client, send BCC to" field.
   • Allow Partial Payment:
     • Choose "Yes" or "No" to allow or disallow partial payments from clients.

9. Configure Invoice Reminders:

   • Send Due Invoice Reminder:
     • Enter the number of days before the due date to send invoice reminders in the "Send due invoice reminder before due date" field.
   • Send Overdue Reminder:
     • Specify the number of days after the due date to send overdue invoice reminders in the "Send invoice overdue reminder after" field.
   • Send Recurring Invoice Reminder:
     • Enter the number of days before the creation date to send reminders for recurring invoices in the "Send recurring invoice reminder before creation" field.

10. Initial Invoice Number:

    • Set the starting number for invoices in the "Initial number of the invoice" field (e.g., "142").

11. Client Payment Options:

    • Choose "Yes" or "No" to allow or disallow clients to pay invoices without logging in by selecting the appropriate option in the "Client can pay invoices without login" field.

12. Save Settings:

    • Once all settings are configured, click the "Save" button at the bottom of the page to apply the changes.

By following these steps, you can effectively configure the invoice settings in the "Marketing Balloon" application to match your business requirements.