Create invoices within BPOINT and edit settings to easily update payment options, tax rate and messages. 
 

Invoice Settings

Be in control of your own invoices with the ability to create default payment terms, tax rates and customise customer notes that appear on your invoices.

Reduce steps to pay

Allow your customers to pay in fewer steps with easy to access ‘Pay Now’ buttons, meaning you get paid faster.

Real-time tracking

All invoices are tracked in real-time, so you know exactly what is sent, overdue and paid.

Invoices your way

Edit terms of payment, tax rates and messages, making Invoices work for your business. 
 

Step 1.

Login to BPOINT and navigate to Settings and Invoice Settings. 
 

Step 2.

Within Invoice Settings you can update the payment terms by clicking Edit. 
 

Step 3.

You can add or reorder payment terms. When done, click Save to confirm. 
 

Step 4.

You can reorder payment options by clicking the arrows or remove payment options by clicking the trash can. When done, click Save to confirm. 
 

Step 5.

Once saved, you will get notified that the changes have been saved. 
 

Step 6.

Next you can update Invoice items by clicking Edit. 
 

Step 7.

You can add a new tax rate amount and modify how it appears on your invoice. 
 

Step 8.

You can reorder the tax rate options or remove an option. 
 

Step 9.

Finally, you can update the unit price to show as including or excluding tax and choose to exclude items with zero amount. Once done, click Save. 
 

Step 10.

Once saved, you will get notified that the changes have been saved. 
 

Step 11.

Default Customer notes can be added by clicking Edit. 
 

Step 12.

The default message will appear on your invoice but can also be updated when preparing an invoice. Once done, click Save. 
 

Step 13.

Once saved, you will get notified that the changes have been saved.