How do I set my invoice defaults?

In order to help you customize the experience for your clients, we allow you to edit the invoice notification emails sent from CollegePlannerPro and the payment terms. To save you time and help you maintain consistency, you may set the default language to be used for all future invoices created. 

How do I set and manage invoice defaults? 

1. Navigate to the Contacts Main tab
2. In the "Reports" section, click on "Invoice Reports & Settings"

You will now be able to manage default settings and notification preferences for invoices created.

How do I set my defaults for emailing invoices?

You can create a standard email to be sent to your Contacts each time an invoice is emailed. Your email address and logo will appear in the message. In addition to the text you add to your subject line and email message, you are also able to include several variables (such as the invoice number, the amount owed, the first and last name of the contact, and the link to the invoice).

Setting defaults for emailing invoices to contact

1. In the "Invoice Defaults & Contact Email Notification Settings" section navigate to the second subsection
2. Type in the subject line to be displayed
3. Type in the message to be displayed in the email body
4. Preview your message
5. Click on the "Save All Setting" button at the bottom of the page

Email Variables

These variables allow you to merge the data from the Contact's profile into the message. You have the flexibility to craft your email to display all of these variables or just the ones you want. If you want your client to view the invoice digitally and perhaps pay you online (see ProPay), you MUST include the variable for the invoice link (i.e. ::invoice link:: ). 

How do I set my email defaults for payment notification?

You can create a standard email to be sent to your Contacts each time a payment is received. Your email address and logo will appear in the message. You are able to enable the system to automatically send an email to your Contacts each time a payment is saved. You also have the ability to override this automatic email if you wish. In addition to the text you add to your subject line and email message, you are also able to include several variables (such as the invoice number, payment amount, the amount owed, the first and last name of the contact and the link to the invoice).

Setting defaults for emailing invoices to Contacts

1. In the "Invoice Defaults Contact Email Notification Settings" section navigate to the third subsection
2. If you would like to send a notification email each time payment is received, click "Yes"
3. Type in the subject line to be displayed
4. Type in the message to be displayed in the email body
5. Preview your message
6. Click on the "Save All Setting" button at the bottom of the page

Email Variables

The use of these variables allows you to merge the data from the Contact's profile into the message. You have the flexibility to craft your email to display all of these variables or just the ones you want.

How do I set default terms for invoices?

You are able to have your payment terms included as a default on all invoices. You can change this message as needed.

1. In the "Invoice Defaults Contact Email Notification Settings" section navigate to the fourth subsection
2. Type in the terms you would like to be displayed
3. Click on the "Save All Setting" button at the bottom of the page

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