Invoice+

Requires. Account Management with View to see the add-on. Account Management with Modify is required to enable or disable it.

Invoice+ adds automated recurring invoice generation and customer-facing payment tools. It is for companies that want SecurityTrax to do more than store invoice records: generate them on schedule, let customers pay online, and keep billing information current.

Why you want it

• Recurring invoices can be generated from rules instead of manual entry.
• Users can create, edit, duplicate, and delete recurring invoices from the customer's Recurring invoice sub-tab.
• Customers can pay online through the customer payment portal.
• Customers can update billing information without your team re-keying card details.

Enable Invoice+

1. Go to Admin → Account Management → Add-ons.
2. Find Invoice+.
3. Click Enable.
4. Read the billing confirmation.
5. Click Confirm.

Set up invoicing after enabling

After Invoice+ is enabled, configure the billing pieces your recurring invoices need:

1. Go to Admin → Billing Admin.
2. Review invoice defaults and customer payment portal settings.
3. Go to Admin → Invoice Billable Items to define the line items invoices can use.
4. Go to Admin → Invoice Terms to define payment terms.
5. If your company sells recurring customer add-ons, go to Admin → Additional Services and define those services.

Disable Invoice+

1. Go to Admin → Account Management → Add-ons.
2. Find Invoice+.
3. Click Disable.
4. Click Confirm.

Warning. Disabling Invoice+ stops new Invoice+ functionality. Existing invoice history remains in SecurityTrax.

Related

• Account Management — where add-ons are enabled and disabled.
• Customer Invoices — how users create and manage one-time and recurring invoices.
• Billing Admin — company billing defaults for your customers.
• Payable Entries — the payable side of accounting.