The TIMIFY Invoice App: How to Set Up the App.
Here is what you need to know:
The Invoice App is available for Premium and Enterprise accounts from the App Marketplace.
Available in app languages: English, German, Spanish, French, and Bulgarian.
Once you install the app, click on the Settings tab. Many of the settings are optional; an entry must only be given for settings with an asterisk (*last name).
In order for an invoice to be created, the customer's first name, last name, and address must be filled in. Note that invoice can only be sent automatically if the customer's email is also available.
The app works only with Single services, Group Services are incompatible.
Article Structure:
1. Display settings
This section relates to your invoice template. The updates you make here affect how your final invoices look and the information they display.
Tip: The settings you make here will apply to all invoice templates except blank invoices, where you need to enter the details from scratch.
Further down, there is an option for you to have the customer's address automatically displayed in the invoice. For this to work, you need to have a custom field. Navigate to Customers → Data Fields and add a new data field - we called ours Customer Address (Invoice App).
We recommend that you select the option text field multiple lines from the dropdown, and that you select the option customer field as the field type.
ℹ️ Tip: For more help, check out this article on custom data fields.
2. Automate invoices
In the Automate Invoices section, you have two settings - both are optional.
Firstly, you can automate invoices for all services: as soon as a service has taken place, the corresponding invoice will appear in the Archived tab. This only applies so long as a service, price, name, address and email are available.
Secondly, you can automate invoices for services that are booked and paid online, in advance. These invoices also appear in the archive tab.
3. Connect to SumUp
If you want to accept credit and debit card payments in person, we offer an integration with the POS merchant SumUp. You can set it up here.
4. Invoice email template
If you plan to send invoices, it is a good idea to customise your email message. There are a number of placeholders you can use. Placeholders display the customers' data, e.g., their name, company name, and invoice number.
5. Customer management
You can add/edit the customer details in different ways, and below we explain what the main options are:
Existing customer: When you add new customer from the drop-down option,
then the created customer is saved in the calendar’s Customer List.
New customer: The customer created by using this option will not be saved in the Customer List and the details you add will be saved only for the current invoice.
VAT ID: This option is available only when you use the New Customer option. To include a VAT ID in the invoice display, ensure the tickbox "Add company address" is selected in your settings.
