Configuration
Fiscal setup
Where is your business based? starts from the address you entered at signup. Once Jomioz Payments is active, country and currency for card payments are locked to that payments account.
Names for tax, withholding, and regional rates are in Rules for your country.
Invoice reference numbers
The prefix, pattern, and next sequence number are the legal series for new invoices. Drafts keep a temporary reference until you send, download a PDF, or issue the invoice. After invoices have been issued, that series locks: the prefix and the next number cannot be changed, and the sequence keeps moving on its own. Match invoice and job number makes new invoice numbers follow the related job number. While that is on, the custom pattern is not used.Invoice display
Include images on invoices puts job photos on printed and downloaded invoices. The email layout can still look different depending on the customer’s mail app.Payment options
Offline methods show on the invoice and in the email whether or not cards are on. Staff still record those payments by hand. Estimate deposits use these bank and check details too. They are not stored separately.
Reminders
Unpaid invoice reminders
Send automatic payment reminders emails the customer when a sent invoice is past due and still has a balance. Nothing goes out before the due date. Due on receipt counts as overdue the next calendar day in the company timezone. Use Net 7 if you want a week before the first chase.
When the switch is off, no automatic reminder is sent.
Late fees and the next invoice
On the same tab, under the customer reminders: Apply late fees automatically adds one late-fee line to an overdue sent invoice after the grace period. Each invoice gets at most one automatic late fee. It does not run on staged installment invoices, or on invoices that already have a fiscal snapshot. Add those charges by hand. Some countries also keep it off a fiscal invoice. That list is in Rules for your country. The fee is a flat amount or a percent of the balance due. You can cap it, and you can skip invoices under a minimum balance. Nudge staff to create the next invoice is an in-app reminder to the people on the job, not an email to the customer. It fires when a staged installment has been paid and the job still has an amount you have not invoiced. Who receives job alerts is under Notifications.Email & SMS
This is the cover message when you send an invoice. Payment reminders are the tab above. Visit messages are under Jobs.
Write a version per customer language. Until you add one, that language gets English. Document message is the line on the PDF, separate from the email. If that template is empty, the company profile message on the invoice is used, and a single invoice can still override it.