Converge makes it easy to set up your billing and invoicing information. Go to Settings, and click Invoices and Quotes. Your company information is automatically populated on the Merchant tab. You can update any of these fields if necessary. You can also upload your company's logo up to 100 kilobytes file size.
After making your changes, click Save. Click the Invoice Quote setup tab. Use the section on the right to customize your quotes and invoices. A preview of your changes displays on the left. You can use one of the themes to select the colors or enter the hex color codes for your brand. You can select a different font from the dropdown list. To include a default tax rate on each invoice and quote, turn the Default Tax toggle on, and enter the flat rate or percentage.
To have your customers authenticate themselves before viewing an invoice or quote, which is highly recommended, turn the Customer Authentication toggle on, and select two authentication methods from the dropdown list. If you enable this, when your customers click the link in the email, they're routed to a page where they enter the appropriate information to view the invoice or quote. If you don't enable this, when your customers click the link in the email, they go directly to the invoice or quote.
To set the invoice terms, enter the number of calendar days customers have to pay their invoice. If an invoice is not paid in this time frame, it shows as overdue in your reporting. You can also add custom terms to include in your invoices. To set the quote terms, select the checkbox, and enter the number of calendar days for quotes to expire. When you're finished, click Save.
To configure your email settings, click the Email tab. For invoice and quote emails, you can set the subject, how to address customers, header text that displays after the salutation, footer text that displays below the invoice or quote details, and the text on the button. For reminder and late reminder emails, you can also set the number of days before and after the due date to send them. When you're finished, click Save.
After making your changes, click Save. Click the Invoice Quote setup tab. Use the section on the right to customize your quotes and invoices. A preview of your changes displays on the left. You can use one of the themes to select the colors or enter the hex color codes for your brand. You can select a different font from the dropdown list. To include a default tax rate on each invoice and quote, turn the Default Tax toggle on, and enter the flat rate or percentage.
To have your customers authenticate themselves before viewing an invoice or quote, which is highly recommended, turn the Customer Authentication toggle on, and select two authentication methods from the dropdown list. If you enable this, when your customers click the link in the email, they're routed to a page where they enter the appropriate information to view the invoice or quote. If you don't enable this, when your customers click the link in the email, they go directly to the invoice or quote.
To set the invoice terms, enter the number of calendar days customers have to pay their invoice. If an invoice is not paid in this time frame, it shows as overdue in your reporting. You can also add custom terms to include in your invoices. To set the quote terms, select the checkbox, and enter the number of calendar days for quotes to expire. When you're finished, click Save.
To configure your email settings, click the Email tab. For invoice and quote emails, you can set the subject, how to address customers, header text that displays after the salutation, footer text that displays below the invoice or quote details, and the text on the button. For reminder and late reminder emails, you can also set the number of days before and after the due date to send them. When you're finished, click Save.
Share
Print
