Articles for service business owners

 

New in YTB: More settings to sort your paperwork your way

4th June 2014

We’ve just released some updates aimed at giving you more control over and to make it easier creating and managing your paperwork the way you want it.

More settings

We’re given the settings a lick of paint and added some new sections to make it easier for you to find and configure YourTradeBase.

Click the ‘Settings’ cog at the top-right of your screen to see the changes.

Set default text for your quote introductions.

Stop re-typing your quotation introductions and set yourself a template that’s automatically entered whenever you start a new quote.

Go to settings > Quote settings to enter your default introduction text.

Set invoice due dates

We’ve added due dates for your invoices, so you can set the payment terms and show the due date on your invoices.

Go to settings > Invoice settings and enter the number of days before each invoice is due in ‘Default number of days before invoice is due’.

Whether you offer 7, 14 or 30 day payment terms, this setting will automatically adjust your invoice due date by the number of days you enter.

If you require immediate payments for your invoices, then leave this as 0 and the due date will be set to today.

Set the text for your email messages

If you find yourself changing your email message each time you send an email, then setting a default email message will save you more time.

Go to settings > Email templates to enter default text for both quote and invoice messages.

You can also enter {{customer}} into your messages and your customer name will automatically be entered in it’s place when you send an email.

What invoices are overdue?

If you choose to set a due date for your invoices, we’ll show you how much is overdue right on your dashboard.

 


About the author

Adam Austin is the CEO & Co-founder of YourTradeBase.com - The easy way for service businesses to save hours on admin and paperwork.


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