Initial Invoice Settings
- In your ResortCleaning account, navigate to your Profile at the top right and My Account.
- At the top of the page, click on Invoice Settings. You will see the following page:
- From here, you can add your logo, choose a color scheme and add more information to your invoice template. You can use the Notice field to distribute information to all of your customers.
- If you would like to create unique notes per customer (i.e. unique payment terms or other information), you can go to Property Managers.
- From that page, click Pencil Icon and View/Edit. You can then add your custom invoice note into the indicated field.
If you have any questions or need help setting up your template, please reach out to us at help@resortcleaning.com
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