Invoice options you can set up for your firm include starting invoice numbers, custom fields, statuses, and custom paragraphs. You can also set up notifications to alert staff members when the status of an invoice is changed.
See the following topics for more information:
- Starting Invoice Numbers. Set up starting invoice numbers to be used by your office and by each office in your firm.
- Invoice Statuses. Create invoice statuses, manage their security levels, and assign office to them.
- Invoice Notifications. Select the invoice statuses that will trigger a notification. You also can choose the priority and recipient of the notification.