In your organization settings you are able to set default invoice setting values that will automatically be added to all created invoices. You can set your organization’s address, tax information, a company logo, and payment terms.
Table of Contents
Manage Invoice Settings
Effects on Invoicing and reports
Changing Organization Invoice Settings
Click on the Settings tab on the left sidebar, then click on Features -> Invoices.
Add your organization details then hit Save.
- Organization address
- Tax ID
- Tax Rate
- Payment Terms
- Net terms
New clients, new invoices, and sample invoice
The payment terms set in the invoice settings and any notes will be automatically selected for new clients by default. You can un-check the boxes and change these accordingly, if required.
The notes and tax information set in your settings will automatically be input into new invoices.
Here is a sample invoice with the new settings applied. Take note of the company logo, address, tax ID, tax percentage, and notes that were automatically entered.