For a general overview of Portal Settings, see Portal Settings Overview.

Invoice Configuration (General tab)

  • Billing Email Address – Override address for all billing emails. If blank, the Portal Email Address is used instead.

  • Default Terms – Determine the invoice Due Date (which in turn determines when the reminders and overdue notices are sent) and can be relative to one of the following:

    • Invoice Date: this is the date which the invoice is created (which can be manually changed after creation)
    • First Visit: the earliest visit on the invoice
    • Last Visit: the latest visit on the invoice
  • Deposits - The deposit is ALWAYS due on the Invoice Date; the balance will be due on the Due Date

  • Invoice Output

    • Summary – One line per visit (base price + addons/surcharges combined).

    • Detailed – Breaks each visit into separate lines for service, surcharges, and addons.

  • Default Tax Rate – Applied to every new invoice; once set you can override by Client, Base Service, or Territory.

  • Invoice Logo – Upload a logo for PDF and printable invoices.

  • Invoice Footer – Free‑text or HTML block appended to every invoice (useful for notes, links, images).

  • Quote Footer – Separate footer shown only on Quotes.

Reminders & Penalties (General tab)

  • Invoice Reminder – Sends an “Invoice # Reminder” email n days before the Due Date (0 = off).

  • Invoice Overdue / Invoice Overdue #2 – Sends first and second overdue notices n days after the Due Date (0 = off).

  • Automatic Late Fees – Adds a one‑time fee to each overdue, Sent invoice. Choose flat amount or percent.

  • Multiple Automatic Surcharges – If overlapping auto‑surcharges apply, pick whether to add only the highest or every match.

Online Payments tab

  • Automatic Credit Card Processing – When On, charges cards on file automatically on the Due Date (Integrated Processing only). See Charging Credit Cards for more information.

  • Require Credit Cards – Clients must save a card before requesting service (Integrated Processing only). Additionally, if a client has an unpaid invoice OR upcoming uninvoiced visits in the next week they will not be able to remove their credit card. The requirement can be turned off for individual clients in their profile.

  • Credit Card Convenience Fees – Add tiered fees to transactions paid by card; not applied to check/ACH.

  • Online Payments Policy – Custom text shown on the payment form.

Off‑site Providers & Integrated Processing – See Processing Gateways & Setup for setup (ACH or credit cards).

Auto Invoicing tab

See Auto Invoicing for automating invoice generation and delivery.

QuickBooks Online tab

See QuickBooks Online (QBO) Integration for more details.