Invoices | Send Invoices SpyderFlow

Invoice Setup in SpyderFlow

3 Steps – Pre-requisites to invoice processing:

1. Add Asset Name
   • Check is invoices for a Property or an Asset
   • If an Asset, then an Asset Name is required for invoices.
   • Property can have no name for invoices and just an address.
2. Set up Client Email.
   • This is the email to appear on invoices.
3. Set up Subscriber Financial Settings.
   • Billing details, Your company BSB and Account Number to appear on Invoices.
   • Business number, Credit notes or advice comments.

Begin with Step 1 see link – Invoices | Add Asset Name