Standardize Invoice Settings

Standardize Invoice Settings

Customize default invoice rules to streamline billing and maintain consistency across your business.

Overview

Invoice Settings allow you to pre-define default terms, due dates, tax settings, and customer-facing visibility preferences. These settings automatically apply to all new invoices, helping you standardize billing and reduce manual entry.

How to Access Invoice Settings

1

Navigate to Business Settings

2

Select Invoice Settings

Configure Your Invoice Settings

1

Set the Invoice Name Rule

Automatically generate invoice names using dynamic placeholders to keep your invoices consistent and organized.

To add variables to the invoice name:

  • Click Insert variables + next to the Invoice name field
  • Select from the available options to build your naming format

Available Variables Include:

  • Customer Name
  • Lead / Work Order ID
  • Current Date
  • Invoice ID
  • Ref #
  • Invoice Amount
  • Billing Address
  • Service Location
A live example will preview below the field as you build your format.

2

Add Standard Terms and Disclaimers

Set default legal and service terms that will appear on all new invoices. You can enter:

  • Terms and conditions
  • Service disclaimers
  • Warranty or policy information
These terms will automatically populate on all newly created invoices.

3

Set Default Due Date

Choose the standard payment term for your invoices. Options include:

Net 14Due 14 days after the invoice is sent
Net 30Due 30 days after the invoice is sent
Net 45Due 45 days after the invoice is sent
OtherSet a custom number of days
You can override the due date on any individual invoice if needed.

4

Control the Customer View

Customize what customers see when they receive an invoice. You can toggle visibility for:

  • Service details
  • Line items
Changes here only affect the customer-facing view and do not affect your internal data.

5

Require Customer Signature

Enable this option to require customers to sign off on invoices before they are considered complete.

Check Require customer signature to turn this on for all new invoices.


6

Save Your Settings

Click Save when you are done.

Save
✓ Your settings will automatically apply to all newly created invoices.

Best Practice

Standardizing your invoice terms and due dates helps to:

  • Reduce billing confusion
  • Improve on-time payments
  • Maintain professional consistency

Review these settings periodically to make sure they reflect your current payment policies.


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