Invoice Settings

Within All Invoices, you can select settings, inside of settings are the following options:

Business information - Allows you to set information about your business that will appear on invoices and estimates, such as your business name, address, logo, etc.

Email configuration - Allows you to set the Name and Email that invoices will appear to come from. If not configured, this will default to the CRM user’s information.

Title and terms - Allows you to set the default title and term for invoices and estimates.

Payment settings - Allows you to set additional settings for estimates and invoices, including expiration/due dates, third-party settings, allowing partial payments, late fees, and tip payments.

Product settings - Allows you to set whether or not products by default use their description when added to an invoice. It is recommended to leave this setting on.

Reminder settings - This allows you to enable reminders for invoices, including SMS or Email reminders. You can add multiple reminder notifications and customize each.

Notifications - This allows you to set notifications for both customers and for your team members for when an invoice is first sent, when it is paid, or when there may be errors in payment. From here, you can customize these notifications.