Hello,
I have tried looking up the documentation but couldn’t find anything specific to this. I have auto-bill recurring invoices disabled by default, so that clients can opt-in for their recurring invoices, however is there a way to enable opt-in for non-recurring invoices? I have auto bill standard invoices off currently. If I switch that to enabled, will that enable auto billing for all of my clients, or is there a way to select certain accounts that should have auto pay?
Hi,
You can use the client settings option to define settings which only apply to a specific client.
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I completely forgot the client-specific over-rides. That looks like it will do the trick. Thank you!