Invoice Settings

Invoicing Settings in Movegistics 5.0 🧾

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Why This Matters to Your Business 💡

Efficient invoicing is the backbone of healthy cash flow. With Movegistics 5.0, you can:

• 💳 Customize invoice templates and terms to reflect your business needs

• 🔁 Automate invoice-related follow-ups

• 📊 Track overdue accounts and improve payment collection

• 🧠 Save time with reusable remark templates and default payment configurations

By mastering invoicing settings, you ensure accurate billing, faster collections, and a professional experience for your customers.

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⚙️ Navigating to Invoicing Settings

To access invoicing settings:

1. Click the gear icon in the top-right corner of your screen.
   

2. In the left-hand sidebar, scroll down and click Invoices under the Settings module.
   

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📝 Templates Tab

Invoice templates streamline how remarks and information appear on all outgoing invoices.

How to Create a New Remark Template:

1. Go to Settings > Invoices > Templates.

2. Click the blue plus (+) icon.
   

3. Enter the following:

   • Title (e.g., “Standard Invoice Remarks”)

   • Template Type: Select Remark

   • Content: Add your remark and use merge fields such as {{move_date}}, {{contact_name}}, etc.
     

4. Click Save.

💡 Pro Tip: Keep templates simple and informative. Use default remarks to remind customers of payment deadlines or service policies.

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⚙️ General Tab

In the General tab, you can configure your default invoice behavior.

 

Available Settings:

• Default Payment Terms: Choose from options like Due on Receipt, Net 15, Net 30, etc.

• Default Remarks Template: Select a prebuilt remark to auto-apply to all new invoices.

• Credit Card Convenience Fee: If applicable, configure the default surcharge percentage applied to invoices paid by card.

Once your preferences are selected, click Update to save.

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🤖 Invoice-Based Automation Rules

Invoice automations allow you to send emails based on invoice activity—like when an invoice is sent, paid, or becomes overdue.

 

To Create an Automation Rule:

1. Navigate to Settings > Automations
   

2. Click the blue plus (+) icon

3. Fill in:

   • Rule Name

   • Rule Type: Select Email

   • Audience: Define sender, recipient, CC/BCC (e.g., customer, team member)

   • Template: Choose a prebuilt email template

   • Trigger: Choose from Invoice Sent, Invoice Paid in Full, etc.

   • Filters: Optional filters like service type or location

   • Delay: Send immediately or after a defined time delay
     

4. Click Save
   
   

⚡ You can view how many times the rule has been triggered from the automation screen.

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Final Thoughts ✅

The Invoicing Settings area is where you define the structure, communication, and expectations around your billing process. It controls how invoices are presented, when payment reminders go out, and how you maintain consistency with your customers.

Need assistance? Contact [e-mail]  and we’ll guide you through the best practices for your workflow.