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.

Navigate to Business Settings

Select Invoice Settings

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

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

Set Default Due Date

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

Control the Customer View

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

• Service details
• Line items

Require Customer Signature

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

Save Your Settings

Click Save when you are done.

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.