Summary
This guide explains how to configure invoice settings and manually generate invoices from within an event in Flowerbuddy. You’ll learn how to customize your invoice preferences and create invoices as needed.
Instructions
Configuring Invoice Settings
Navigate to the Settings page in your Flowerbuddy account.
Select the Payments and Invoices tab.
Review and update the following options in the Invoice Settings section:
Attach Invoice PDF:
Enable this option to include a PDF attachment of the invoice in client emails for payments that are upcoming, due, or overdue.
Invoice Notes:
Add custom notes to appear on your invoices, such as terms and conditions or a purchase order number.
Leave this field blank if you want it to remain editable for future events.
Invoice Number:
If you’re joining Flowerbuddy mid-year and already have an established invoice numbering system, click the pencil icon to update the current invoice number to a higher value.
Note: You can only increase the invoice number; you cannot set it to a lower value.
Manually Generating an Invoice from an Event
Open the specific event from which you want to generate an invoice.
Go to the Details tab within the event.
Scroll down to the Payments section to view the payment schedule.
Locate the desired payment and select the Download Invoice button next to it.
A PDF of the invoice will be downloaded, and a temporary new tab will open during the process.
Following these steps will help you manage invoice settings and generate invoices efficiently in Flowerbuddy.