Recurring Invoice Templates For Client Subscriptions

Sometimes client's accounts are set up under Strictly Savvy and the subscription costs are then oncharged to the client in a monthly recurring invoice. If the client has a Service Plan then the subscription will be added to their recurring invoice, otherwise a new invoice is set up for them in Harvest.

Below are templates to use if setting up or amending one of these invoices for a client.

IMPORTANT NOTE:  We now have a specific invoice template in Xero that is used for any clients who are signed up to GoCardless. So instead of adding a different message into the Notes (optional, displayed on invoice) section at the bottom of the new recurring invoice in Harvest, we instead login in to Xero and update the Contact settings under Branding theme - instructions on how to do this are at the bottom of the page.

Xero Starter/Standard/Premium Subscriptions

First issue date: First day of the billing month that the subscription is starting from

Frequency: Monthly

Sender: Strictly Savvy (assist@strictlysavvy.co.nz)

Recipients: Tick - client emails addresses. Do not tick - Send me a copy

Message body: Hi [Client First Name],

Please find attached your monthly invoice for your Xero [Starter/Standard/Premium] subscription.

Kind regards,

Strictly Savvy

Tax: 15% GST on Income (unless it is for an Overseas Client)

Due Date: 7 days after receipt if subscription only; 6 days after receipt if on a Service Plan invoice

Subject: Monthly Xero [Starter/Standard/Premium] Subscription

Item Type: HXero

Description: Monthly Xero [Starter/Standard/Premium] Subscription for the month ahead

Unit Price: Starter - $29; Standard - $62; Premium - $78 (all totals are excluding GST)

GST: Tick box beside the amount

Notes (optional, displayed on invoice):

GST Number - 118-537-076

Strictly Savvy Limited - Kiwibank: 38-9017-0431406-00

Please call us on (04) 934 5668 if you have any queries

Xero Non-GST Cashbook Subscription

Note: "Non-GST" is the type of Xero account - the subscription cost itself still has GST included in the amount.

First issue date: First day of the billing month that the subscription is starting from

Frequency: Monthly

Sender: Strictly Savvy (assist@strictlysavvy.co.nz)

Recipients: Tick - client emails addresses. Do not tick - Send me a copy

Message body: Hi [Client First Name],

Please find attached your monthly invoice for your Xero Non-GST Cashbook subscription.

Kind regards,

Strictly Savvy

Tax: 15% GST on Income (unless it is for an Overseas Client)

Due Date: 7 days after receipt if subscription only; 6 days after receipt if on a Service Plan invoice

Subject: Monthly Xero Non-GST Cashbook Subscription

Item Type: HXero

Description: Monthly Xero Non-GST Cashbook Subscription for the month ahead

Unit Price: Non-GST Cashbook - $12 (all totals are excluding GST)

GST: Tick box beside the amount

Notes (optional, displayed on invoice):

GST Number - 118-537-076

Strictly Savvy Limited - Kiwibank: 38-9017-0431406-00

Please call us on (04) 934 5668 if you have any queries

Xero GST Cashbook Subscriptions

First issue date: First day of the billing month that the subscription is starting from

Frequency: Monthly

Sender: Strictly Savvy (assist@strictlysavvy.co.nz)

Recipients: Tick - client emails addresses. Do not tick - Send me a copy

Message body: Hi [Client First Name],

Please find attached your monthly invoice for your Xero GST Cashbook subscription.

Kind regards,

Strictly Savvy

Tax: 15% GST on Income (unless it is for an Overseas Client)

Due Date: 7 days after receipt if subscription only; 6 days after receipt if on a Service Plan invoice

Subject: Monthly Xero GST Cashbook Subscription

Item Type: HXero

Description: Monthly Xero GST Cashbook Subscription for the month ahead

Unit Price: GST Cashbook - $21 (all totals are excluding GST)

GST: Tick box beside the amount

Notes (optional, displayed on invoice):

GST Number - 118-537-076

Strictly Savvy Limited - Kiwibank: 38-9017-0431406-00

Please call us on (04) 934 5668 if you have any queries

Email Signature Rescue Subscriptions

First issue date: First day of the billing month that the subscription is starting from

Frequency: Yearly

Sender: Strictly Savvy (assist@strictlysavvy.co.nz)

Recipients: Tick - client emails addresses. Do not tick - Send me a copy

Message body: Hi [Client First Name],

Please find attached your monthly invoice for your Email Signature Rescue subscription.

Kind regards,

Strictly Savvy

Tax: 15% GST on Income (unless it is for an Overseas Client)

Due Date: 7 days after receipt if subscription only; 6 days after receipt if on a Service Plan invoice

Subject: Yearly Xero GST Cashbook Subscription

Item Type: HEXP-GST

Description: Yearly Email Signature Rescue Subscription for the month ahead

Unit Price: $XXX (all totals are excluding GST - price will depend on the plan type)

GST: Tick box beside the amount

Notes (optional, displayed on invoice):

GST Number - 118-537-076

Strictly Savvy Limited - Kiwibank: 38-9017-0431406-00

Please call us on (04) 934 5668 if you have any queries

Microsoft Office 365 Subscriptions

First issue date: First day of the billing month that the subscription is starting from

Frequency: Monthly

Sender: Strictly Savvy (assist@strictlysavvy.co.nz)

Recipients: Tick - client emails addresses. Do not tick - Send me a copy

Message body: Hi [Client First Name],

Please find attached your monthly invoice for your Office 365 Business Standard/Basic subscription.

Kind regards,

Strictly Savvy

Tax: 15% GST on Income (unless it is for an Overseas Client)

Due Date: 7 days after receipt if subscription only; 6 days after receipt if on a Service Plan invoice

Subject: Monthly Office 365 Business Standard/Basic Subscription

Item Type: HEXP-GST

Description: Monthly Office 365 Business Standard/Basic Subscription for [# of users] for the month ahead

Unit Price: $XXX (all totals are excluding GST - price will depend on the plan type)

GST: Tick box beside the amount

Notes (optional, displayed on invoice):

GST Number - 118-537-076

Strictly Savvy Limited - Kiwibank: 38-9017-0431406-00

Please call us on (04) 934 5668 if you have any queries

Google Apps Subscriptions

First issue date: First day of the billing month that the subscription is starting from

Frequency: Monthly

Sender: Strictly Savvy (assist@strictlysavvy.co.nz)

Recipients: Tick - client emails addresses. Do not tick - Send me a copy

Message body: Hi [Client First Name],

Please find attached your monthly invoice for your Google Apps subscription.

Kind regards,

Strictly Savvy

Tax: 15% GST on Income (unless it is for an Overseas Client)

Due Date: 7 days after receipt if subscription only; 6 days after receipt if on a Service Plan invoice

Subject: Monthly Google Apps Subscription

Item Type: HGoogleApps

Description: Monthly Google Apps for the month ahead

Unit Price: $XXX (all totals are excluding GST - price will depend on the plan type)

GST: Tick box beside the amount

Notes (optional, displayed on invoice):

GST Number - 118-537-076

Strictly Savvy Limited - Kiwibank: 38-9017-0431406-00

Please call us on (04) 934 5668 if you have any queries

Domain Name Registration

First issue date: First day of the billing month that the registration is starting from

Frequency: Yearly

Sender: Strictly Savvy (assist@strictlysavvy.co.nz)

Recipients: Tick - client emails addresses. Do not tick - Send me a copy

Message body: Hi [Client First Name],

Please find attached your annual invoice for your Domain Name Registration.

Kind regards,

Strictly Savvy

Tax: 15% GST on Income (unless it is for an Overseas Client)

Due Date: 7 days after receipt if subscription only; 6 days after receipt if on a Service Plan invoice

Subject: Yearly Domain Name Registration

Item Type: HEXP-GST

Description: Yearly domain name fee for [domain name]

Unit Price: $XXX (all totals are excluding GST - price will depend on where the domain is registered)

GST: Tick box beside the amount

Notes (optional, displayed on invoice):

GST Number - 118-537-076

Strictly Savvy Limited - Kiwibank: 38-9017-0431406-00

Please call us on (04) 934 5668 if you have any queries

Updating Branding Theme in Xero

1. Log in to Xero

2. Under Contacts select the client you want to update

3. Click on Edit

4. Scroll down to the Sales defaults section

5. Find the Branding theme dropdown and select GoCardless Payment Invoice

6. Click on the blue Save & close button

Now all future invoices for this client with have the GoCardless template and not that no payment is needed as the amount will be deducted from their account on the due date. An email reminder is sent out a day or two before the due date to remind the client they have a payment coming out, when and for how much, so the client has time to make sure there are enough funds are in their account.