Who This Is For / When to Use
This article is for business users who want to configure default invoice and estimate behavior before sending invoices.
Use these settings to standardize branding, payment timing, reminders, and notifications across all future invoices.
How to Access Invoice Settings
To open Invoice Settings:
Navigate to Payments in the left menu.
Open Invoices & Estimates from the dropdown.
Select All Invoices.
Click Settings.
All changes apply automatically to invoices created after the settings are saved.
Business Information
This section controls the business details shown on invoices and estimates.
You can configure:
Business logo
Business name
Address
Website URL
Custom values used in invoice templates
These values are reusable across invoices and can also be referenced in the design editor.
Email Configuration
This section controls the sender details for invoice-related emails.
You can set:
From Name
From Email Address
These values determine how invoice emails appear to customers.
Title and Terms
This section controls default titles and terms/notes.
You can configure:
Estimate Title & Terms/Notes
Invoice Title & Terms/Notes
Formatting options include:
Line breaks
Hyperlinks
Rich text formatting
These defaults are applied automatically when creating new invoices or estimates.
Invoice Layout Customization
Invoice layouts control the visual structure and branding of invoices.
You can customize:
Section titles and labels
Colors and fonts
Branding elements
Custom fields placement
How to use:
Open Invoice Settings.
Access the Layout Customization panel.
Edit colors, text, and section names.
Preview changes.
Save the layout.
Saved layouts apply to future invoices.
Payment Settings
Payment Settings control due dates and partial payments.
You can configure:
Invoice due date based on X number of days
Auto partial payment option (toggle on or off)
These rules apply automatically when invoices are created.
Product Settings
Product Settings control how product descriptions behave on invoices.
When enabled:
Product descriptions are automatically pulled from product details.
Descriptions remain editable directly on the invoice.
To enable:
Open Product Settings.
Toggle the setting on.
Reminder Settings
Reminder Settings automate invoice follow-ups to increase payment completion.
By default:
Three reminders are pre-configured.
Default reminders can be edited, disabled, or deleted.
You can:
Add multiple reminders
Customize reminder frequency
Choose email and SMS templates
Set a maximum number of reminders
How to configure reminders:
Open Reminder Settings.
Edit an existing reminder or click Add New Reminder.
Configure:
Reminder name
Email template
SMS template
Frequency
Save changes.
Business Hours and Time Zone
You can choose to send reminders based on:
Your business time zone
The customer’s time zone
Reminders can be restricted to business hours for better delivery timing.
Note:
Reminder settings apply only to invoices sent after the feature is enabled.
Custom Fields
This section allows you to add custom fields to invoices and estimates.
Custom fields can be used to store additional information relevant to your billing process.
Customer Notifications
Customer Notifications control messages sent to customers during invoice events.
You can enable or disable notifications and select custom templates or default templates for:
Invoice Received
Invoice Payment Successful
Invoice Payment Failed
Auto Payment Information
Auto Payment Failed
Note:
Default templates can only be viewed by sending a test notification.
Team Notifications
Team Notifications are sent to the user who sent the invoice.
You can enable or disable notifications and select templates for:
Invoice Payment Successful
Invoice Payment Failed
Auto Payment Failed
Auto Payment Skipped
Invoice Could Not Be Sent
Estimate Accepted Successfully
Estimate Declined Successfully
Saving Your Settings
After completing your configuration:
Click Save to apply all invoice and estimate settings.
Only invoices created after saving will use the updated defaults.
FAQ
How do I customize the title and terms for my invoices and estimates?
Navigate to Payments > Invoices & Estimates > All Invoices > Settings.
Edit the invoice or estimate title and terms/notes using the available formatting options.
Can I schedule multiple payment reminders for my invoices?
Yes.
You can create multiple reminders in Reminder Settings and control their frequency, templates, and maximum send count.
Can I add custom fields to my invoices?
Yes.
Custom fields can be added from the Custom Fields section in Invoice Settings.
Can I adjust reminders for a specific invoice?
No.
Reminder settings apply globally to all invoices created after the settings are saved.
Do business hours and time zone settings apply to previously sent invoices?
No.
These settings only apply to invoices sent after the feature is enabled.
Can I auto-populate product descriptions on invoices?
Yes.
Enable Product Settings to automatically import product descriptions from your product catalog.
Descriptions remain editable on the invoice.
Can I use my own templates for customer notifications?
Yes. You can select custom templates or use default templates under Customer Notifications for each invoice event.