Create Custom Notes on Invoices and Receipts

Created: 9/22/2017
 
You can customize the notes that appear on the invoices and receipts. Typically, Unit Trac clients use this area to update your customers about the late fee policy (this helps to reduce delinquency), upcoming holiday hours, the facility's website (we can help you with that) and other general announcements. 
 
Go to Business > Settings > Documents to make the changes that you like. In addition to customized notes, you can automatically send a receipt to a customer once a payment has been recorded at Business > Settings > Notifications.
 
Example Notes:
A) If no website or credit card processing set-up
 
As a reminder, rent is due on the xxst of the month. A $xx.xx late fee will be added to a past due balance on the xxth of the month.  

If you believe there is an error in this invoice, please contact us at (309)123-1234 or storage@acmeunits.com.
 
 
 
Acme Units is pleased to offer automatic debit/credit payments to ensure that your bill is paid on-time, every time. Please call (309)123-1234 to provide your credit/debit card information.  
 
Rent is due on the 1st of the month. A $xx.xx late fee will be added to a past due balance on the 10th of the month.  

If you believe there is an error in this invoice, please contact us at (309)123-1234 or storage@acmeunits.com.
 
 
C) If you have set-up your websitecredit card processing and enabled the customer portal:
 
Acme Units is pleased to offer online account access through our website at www.AcmeUnits.com. You can manage your lease(s), make payments online, and view/print invoices and receipts. If you would like online access, please provide your email address with your next payment or contact us at (309)123-1234. You may also set-up automatic payments directly with Acme Units, if you don't want online access.
 
Rent is due on the 1st of the month. A $xx.xx late fee will be added to a past due balance on the 10th of the month.
 
Past due rent is due upon receipt. As time passes, additional late fees or rent may be added to the total. If you believe there is an error in this invoice, please contact us at (309)123-1234 or storage@acmeunits.com.
 
 
For more info on customizing invoices see; add your logo, or automatically send receipts by email.
 
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