Docs

Accounts and settings

An account is someone you invoice. A business on Priorly that sends you work, like a clinic you dispense for, gets one by itself, set to a draft each month. Anyone else, add with New account.

Accounts

Open the Accounts tab. Each account shows what's not invoiced yet, what's unpaid, how it's invoiced and on what terms, and the last invoice sent to it. Search by name or email.

Accounts: Brookfield Health and Moorside Clinic, both on Priorly and invoiced monthly, with £629 not invoiced yet between them and £716.20 waiting to be paid, £470 of it overdue, and the last invoice sent to each.
Two clinics' accounts

An account's page

Brookfield Health, on Priorly: £145 not invoiced yet, its invoices, its billing details with two emails, 30 days' terms, monthly drafts and no code yet, and where its charges come from.
A clinic's account
Not invoiced yet
Charges waiting for the next invoice. A charge's menu (…) has Don't charge for this…, with a reason, like given free of charge; Charge it after all puts it back.
Invoices
Everything you've invoiced them, drafts included.
Billing details
Change sets the Name on invoices, up to 5 emails (every invoice goes to all of them), their address, Payment terms, the Code its invoice numbers start with, and, for a business on Priorly, How invoices are made: A draft each month, One for each order, or When you make one. A code can't change once an invoice is sent with it.

Make invoice starts a draft for them. More has Change billing details and Remove account.

Invoice settings

Open the Settings tab, or Invoice settings in the sidebar's settings.

Invoice settings: the bank details invoices show, each account's next invoice number, 30 days' payment terms with monthly drafts on, the email that goes with each invoice, your details from Business settings, and Xero.
Invoice settings
How they pay you
Your bank details, on every invoice and in the email. Changing them needs your Priorly password, and every business admin is emailed when they change.
Invoice numbers
Each account's next number, or Give it a code for one without.
Payment terms and drafts
Your usual terms (accounts can have their own), and whether Priorly makes the monthly drafts.
Email
The subject and message that go with each invoice; {number}, {amount} and {due date} are filled in. You can still change them before sending.
Your details on invoices and Xero
Your name, legal details, VAT number and reply address come from Business settings. Xero is connected in Apps.