Invoicing

Set Invoice defaults

3min

The Invoice Designer allows you to set defaults for your invoice including the branding, default due date, and messaging.



As you are editing your defaults, be sure to click Save Settings before exiting. You can view a preview of your invoice, payment page, and email by using the tabs on the right.

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Choose defaults

To set the defaults,

1

Navigate to More --> Invoicing from the top navigation bar.

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2

From the main Invoicing screen, click the purple Invoice Designer button.

3

Fill out each section according to your preferences. Learn more about each setting in the next section of this article.

4

Click Save Settings to save any progress.



Settings and Terms

  • Invoice Logo - The logo that will appear at the heading of the invoice, payment page, and email.
  • Invoice Sender - The Friendly From name that will appear on emails when the invoice is sent.
  • Sender Email - The email from which an invoice will be sent. (e.g. [email protected])
  • Sender Address - the address that will be listed on the invoice.
  • Invoice Prefix - The text portion of your numbering scheme on Invoices. (e.g. INV)
  • Starting Number - The starting number for your invoice numbering scheme. (Note: Changing this number after initial setup may cause you to have duplicate invoice numbers.
  • Increment - The amount the numbering scheme will increase for each new invoice.
  • Default Invoice Term - The default time period after the invoice is created that it will be due. This can be changed for individual invoices when creating/sending.
  • Memo and Footer Defaults - Default text that will appear on the invoice and email.

Example Invoice

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