Invoice Templates and Settings

This article covers the Invoices feature of ISN

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

The Inspection Support Network allows you many choices for setting up your Invoices. Simply navigate to Settings - Office Settings - Interacting with my Clients and Agents where you will find 2 buttons, Invoice Settings and Invoice Template Options

Invoice Template Options

Here you can set the default template for your inspection invoices from the dropdown at the top, preview it, and hit Save Settings

Invoice Settings

Here you can adjust how invoice numbers are generated, what shows up in the 'Terms' box, and adjust what data displays for the default payor and company information.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

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