To configure invoice defaults:
- Navigate to Settings from the sidebar
- Scroll to the "Invoice Settings" section
- Update the default values you want to use
- Click "Save Changes" to apply the defaults
Tip
Defaults are applied to new invoices only. Existing invoices remain unchanged.
Prefix
Add a custom prefix to invoice numbers (e.g., "INV-", "2024-"). Leave empty for numbers only.
Next Invoice Number
Set the starting number for your next invoice. Numbers auto-increment from here.
Example:
Prefix: "INV-2024-" | Next Number: 1001 → Result: INV-2024-1001
Default Due Date
Choose how many days after invoice date payment is due:
- Net 7 - Payment due in 7 days
- Net 14 - Payment due in 14 days
- Net 30 - Payment due in 30 days (most common)
- Net 60 - Payment due in 60 days
- Due on Receipt - Payment due immediately
Default Currency
Select the currency for new invoices. Supports USD, EUR, GBP, and more.
Tax Rate
Set a default tax rate (e.g., 10% GST). Can be overridden per invoice.
Invoice Notes
Add default notes that appear at the bottom of invoices. Common uses:
- Thank you messages
- Payment instructions
- Return policy
- Support contact information
Terms & Conditions
Add default terms that appear on invoices:
- Payment terms and late fees
- Warranty information
- Dispute resolution process
- Legal disclaimers
Quote defaults work the same way as invoice defaults:
- Custom prefix (e.g., "QT-" or "QUOTE-")
- Auto-increment numbering
- Default validity period (e.g., 30 days)
- Standard terms and notes