Efficient prompt payment and invoice management can save your business time, reduce errors, and improve cash flow. By leveraging prompt payment discounts, updating invoice thumbnails, adjusting due dates, and automating statements, your print shop or business can stay organized while providing a better experience for customers.
This guide will show you step-by-step how to implement these features and optimize your workflow.
1. Enable Prompt Payment Discounts
Prompt payment discounts reward customers for paying early and help maintain steady cash flow.
How to Enable Prompt Payment Discounts:
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Go to Order Settings when creating a new order.
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Enable the Prompt Payment Discount checkbox.
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For specific orders, manually disable prompt payment if needed.
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Extract the invoice PDF to verify the discount is applied.
Tip: In the future, you may be able to set discounts to automatically apply or disable for certain contacts.
2. Update Invoice Thumbnails for Accuracy
Invoices with correct thumbnails are easier to read and reduce confusion.
Steps to Update Thumbnails:
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Expand Advanced Options in the inventory lookup field.
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Enable Override Product Thumbnail and save.
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Select the inventory item with the correct image when creating the order.
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The thumbnail will automatically replace the default image on the invoice.
Note: The replacement image must be publicly accessible via a URL.
3. Adjust Invoice Due Dates Independently
Maintaining flexibility with due dates ensures accurate financial tracking and better customer communication.
How to Adjust Invoice Due Dates:
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Enable Update Invoice Date After Production Completed in settings.
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Check Update Only Due Date to preserve the original invoice creation date.
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Adjust net terms or due dates if needed.
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Once production is completed, the system will recalculate the due date while keeping the original creation date intact.
4. Automate Statements for Completed and Approved Orders
Automated statements streamline the billing process, ensuring customers only receive reminders for completed and approved invoices.
How to Automate Statements:
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Navigate to Statement Settings.
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Enable Only Send for Completed Orders.
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Use the Approved Invoice Logic to hide unapproved invoices.
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Approved and completed invoices will automatically trigger statements.
Tip: This prevents sending early payment reminders for incomplete orders and keeps billing organized.
5. Summary
By implementing prompt payment and invoice management features, you can:
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Apply prompt payment discounts efficiently.
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Replace invoice thumbnails for clearer communication.
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Adjust invoice due dates while maintaining creation records.
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Automate statements for completed and approved invoices.
These improvements streamline invoice handling, reduce administrative tasks, and enhance your overall customer experience.