How do I change when the software generates invoices?
The software, by default, will generate an invoice for all of your clients 7 days before the due date of each client.
Follow the steps below if you would like to change this billing period.
1) Click on the Setup tab and it will take you to the "Settings" sub-tab.
2) Locate "Billing Period" in the settings (it will be the second setting).
This is where you can select from a drop down menu how many days prior to the due date you would like to have the system generate invoices for your clients.
3) Click Save at the bottom of the page to save changes.