Articles on: coreFORCE Advanced & Enterprise

coreFORCE - Payments: Invoice Type in coreFORCE

coreFORCE Advanced and Enterprise Only

To begin, go to Payments -> Invoicing -> Invoice Types.

Create a new invoice type by clicking the blue "+ ADD" button.

Invoices that are for layaway will be assigned an invoice type with the code "LAYAWAY". Here, you can assign an email and a "days after" value to the invoice type and reminders will be sent for those invoices.

The substitutions for the email can be anything from the invoice or contact record.

Updated on: 06/28/2024

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