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Invoice Settings

You can view and edit the invoice configuration in your CRM by going to Settings and clicking on the Invoice Settings.

Note

Any changes you make to the Invoice Settings will apply to all your invoices.

You can modify the settings below;

  • Invoice Color: Your preferred invoice color (Company Color)
  • Creditnote Color: Your preferred credit notes color
  • Invoice Prefix: Add your chosen prefix. For example, you may choose to add your company initials, such as W&M and Invoices will appear as W&M0001 etc Default INV
  • Creditnote Prefix: Add your chosen creditnote prefix e.g CN will appear as CN0001. Default CN
  • Invoice Number Format: Invoice format. Default -[yyyy][mm][dd]-[i] for {year}{month}{day}-{number}
  • Credits Number Format: Credit note format. Default -[yyyy][mm][dd]-[i] for {year}{month}{day}-{number}
  • Invoices due after: Number of days before an invoice is overdue.
  • Reminder 1: Number of days when a standard overdue reminder is set to send. Default 1
  • Reminder 2: Number of days when a second reminder should be sent after invoice overdue. Default 5
  • Reminder 3: Number of days when a late fee should be applied and final reminder sent. Default 10
  • Late Fee on Last Reminder: Apply late fee to invoice on 3rd reminder
  • Late Fee: Late fee percentage
  • Starting Number: The number to start counting your invoices from e.g 100 will start from INV00100
  • Swap Company/Client Address: Swap Company and customer addresses left/right
  • Display PDF Badge: Display PDF Badges (partially implemented)
  • Email on Recur: Automatically send recurred emails when they recur
  • Thank You Emails: Send Thank You emails when payments received
  • Show Item Tax: Show Invoice item tax
  • Show Credits Tax: Show Credits tax
  • Archive Invoice: Automatically archive paid invoices
  • Apply Credits: Automatically apply credits on recurring invoices (if any)
  • Invoice Logo: Upload your Invoice Logo
  • Invoice Footer: Any additional information that should appear at the bottom of your invoices
  • Creditnote Footer: Any additional information that should appear at the bottom of your credits
  • Default Terms: Default invoice terms.
  • Creditnote Terms: Default credits terms
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