Configure Your Default Invoice Settings

Overview
Set up how your invoices look and behave—logo, due date, reminders, and which client details appear.

Steps

1. Go to Settings → Finance Settings → Invoice Settings.

2. Upload your Invoice Logo and authorized signature (optional).

3. Choose your Language, and set Due After days.

4. Configure Send Reminder Before/After days.

5. Select which client info (name, email, phone, address) appears.

6. Enter default Terms & Conditions and any Other Information.

7. Click Save.

Tips

• Keep due-date reminders at least 3 days before to prompt timely payment.

• Use concise terms (“Net 15”) in the footer for clarity.

Troubleshooting / FAQs

• Q: My logo doesn’t upload.

  • A: Ensure it’s a PNG/JPEG under 2 MB.

• Q: Reminders aren’t sent.

  • A: Verify your Notification Settings → Email has “Invoice Reminder” checked.