Settings: 10. Invoices & Monthly Statements

Header information appears in your electronic and printed communications with your customers. Although most of your header information is prepopulated, you'll want to confirm that information.

— Company Name

Confirm that your company name is accurate.

— Billing Address

Confirm that your billing address — including street address, city, state, and zip code — is accurate.

— Public Phone Number

Confirm that your public phone number is accurate.

— Email Address

Confirm that your email address is accurate.

— Website

Confirm that your website is accurate.

Text options appears in your printed — but not electronic — communications with your customers.

— Sidebar Text Field (Printed Individual Invoices)

⌨️ Enter the language that will appear in the sidebar text fields of printed individual invoices.

ℹ️ Consider including payment instructions, acceptable payment methods, or a promotional message.

‼️The sidebar text field is limited to 1,200 characters.

— Footer Text Field (Printed Individual Invoices)

⌨️ Enter the language that will appear in the footer text fields of printed individual invoices.

ℹ️ Consider including payment instructions, acceptable payment methods, or a promotional message.

‼️The footer text field is limited to 1,200 characters.

— Footer Text Field (Printed Monthly Statements)

⌨️ Enter the language that will appear in the footer text fields of printed monthly invoices.

ℹ️ Consider including a promotional message: payment instructions and accepted payment methods will appear automatically.

‼️The footer text field is limited to 1,200 characters.

Technicians that use tablets in the field may obtain authorization and confirmation signatures from customers.

— Authorization Signatures

✅ Check the "Click here to add an Authorization signature line with customizable text" option to allow technicians with tablets in the field to obtain authorization signatures from customers.

⌨️ Enter the Authorization Terms and Conditions, that is, the authorization language that you want your customers to sign before your technician begins the job.

✅ Check the "Add to emailed invoices/receipts" option to include the Authorization Terms and Conditions, together with your customer's authorization signature, to invoices and receipts.

✅ Check the "Add the invoice total at time of signing" option to include the invoice amount in the Authorization Terms and Conditions.

— Confirmation Signatures

✅ Check the "Click here to add Confirmation signature line with customizable text" option to allow technicians with tablets in the field to obtain confirmation signatures from customers.

⌨️ Enter the Confirmation Terms and Conditions, that is, the confirmation language that you want your customers to sign after your technician completes the job.

✅ Check the "Add to emailed invoices/receipts" option to include the Confirmation Terms and Conditions, together with your customer's confirmation signature, to invoices and receipts.

You may customize the number of empty rows appearing between the itemized list of your products and services and the total due on your invoices.

🔘 Select the number of empty rows that should appear before the total due on your invoices.

You may customize the default payment due dates for invoices, monthly statements, and accounts receivable.

— Invoices

⌨️ Enter the default payment due date for residential properties, based on the number of days after the date of service.

⌨️ Enter the default payment due date for commercial properties, based on the number of days after the date of service.

⌨️ Enter the default payment due date for tax-exempt properties, based on the number of days after the date of service.

⌨️ Enter the default payment due date for municipal properties, based on the number of days after the date of service.

⌨️ Enter the default payment due date for other properties, based on the number of days after the date of service.

ℹ️ A default payment due date of zero means payment is due upon the date of service.

— Monthly Statements

⌨️ Enter the default payment due date for monthly statements, based on the number of days after the statement is created and sent.

⌨️ Enter the starting date range for monthly statements, that is, the day of the month that the monthly statements start.

— Accounts Receivable

🔘 Select whether:

✅ Check each payment method you accept. These payment methods will appear on your invoices and monthly statements.

You may include a notice on invoices to let your customers know that late payments are subject to a monthly finance charge.

‼️Tank Track does not calculate any monthly finance charges; however, you may create a product or service entitled "Monthly Finance Charge" to manually include on overdue invoices.

⌨️ Enter the monthly finance charge percentage.

ℹ️ Enter zero to prevent a monthly finance charge notice from appearing on your invoices.

You may include optional fields on exported invoices.

✅ Check the "Show Technician" option to include the technician on the invoice.

✅ Check the "Show County" option to include the county on the invoice.

✅ Check the "Show Township" option to include the township on the invoice.

✅ Check the "Show Gallons Pumped" option to include the volume pumped on the invoice.

✅ Check the "Show Individual Tank Pump Volumes" option to include the volume pumped from each individual tank on the invoice.

ℹ️ The Show Individual Tank Pump Volumes applies when you pump multiple tanks on a single property.

✅ Check the "Show Waste Site" option to include the waste site on the invoice.

✅ Check the "Show Contact's Phone Number" option to include the contact's phone number on the invoice.

You may include up to three optional checkbox fields with customized labels on online invoices. These fields can be used for any desired purpose.

ℹ️ For example, if you are required to file a regular report with a government agency, you could label one of the fields "Report Filed?". You could then click the field's checkbox once the report is filed.

For each optional checkbox field you want to include on an invoice:

You may include an optional purchase order field on invoices and receipts.

✅ Check the "Click here to add purchase order fields to invoices and receipts" option to include a purchase order number field on invoices and receipts.

ℹ️ The purchase order field is optional, so it may be left blank.

You may specify the starting invoice number to use in Tank Track.

⌨️ Enter the starting invoice number. The default is 1000.

‼️Once a starting invoice number is specified, it cannot be changed to a lower number, although it can be changed to a higher number.

You may specify the currency symbol to appear on invoices.

🔘 Select your currency symbol.