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Invoice Settings

Configure your invoicing preferences

5 min read

Invoice Settings

Customize how invoices work for your business.

Business Details

Configure what appears on invoices:

  • Business name
  • Logo (recommended: 300x100px)
  • Address
  • Phone number
  • Email
  • Website URL

Default Values

Payment Terms

  • Due on receipt
  • Net 15 (15 days)
  • Net 30 (30 days)
  • Custom

Tax Rate

  • Default tax percentage
  • Tax-inclusive or exclusive pricing
  • Multiple tax rates

Currency

  • Select your currency
  • Format (symbol position, decimals)

Numbering

Invoice Numbers

  • Starting number
  • Prefix (e.g., INV-)
  • Format (INV-001, INV-2024-001)

Automatic Numbering

Invoices are numbered sequentially

Notes & Terms

Default Notes

Text that appears on every invoice:

Thank you for your business!

Payment Terms

Legal/payment terms:

Payment due within 30 days. 
Late payments subject to 1.5% monthly interest.

Email Settings

Email Template

Customize the email sent with invoices:

  • Subject line
  • Message body
  • Sender name
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