Help Center / Invoicing and payments /
Invoice settings
Invoice settings control the defaults that apply to every new invoice you create. You will find them in Settings > Financials. At the top of the page there is a toggle to enable or disable the entire financials feature across your workspace.
Invoicing preferences
This section has three settings:
- Default due period is a number field where you type how many days after sending an invoice it should be due. There are no presets. Just type the number of days you want and it will pre-fill the due date on every new invoice. You can always change the due date on individual invoices.
- Auto send a reminder email for overdue invoices is a toggle. When turned on, three reminder emails are sent automatically: the first on the same day the invoice becomes overdue, the second on the third day, and the third on the seventh day. You cannot change these intervals or add more reminders. Turn the toggle off to disable overdue reminders entirely.
- Auto send receipts on successful payments is a toggle. When turned on, a receipt email is sent to the client automatically after a payment is confirmed.
Taxes
You can create a list of tax presets here. Each tax has a name (like "VAT" or "Sales Tax") and a percentage value. Click Add tax to add a new one. These presets become available when you add tax to an individual invoice, so you do not have to type the same rate every time.
Calculations
This section has one setting: Discount calculation. Choose whether discounts applied to an invoice are calculated before tax or after tax. This affects how the final total is computed on every invoice.
ID numbering
This section controls the numbering format for three types of items:
- Invoice number (ID)
- Transaction number (ID)
- Invoice subscription number (ID)
For each one, you can set a prefix (like "INV-"), the next number in the sequence, and a suffix. A preview shows what the next number will look like. There is also an Assign a number to draft toggle for each. When turned on, a number is assigned as soon as the item is created, even while it is still in draft. When turned off, a number is only assigned once the item leaves draft status.
What is not on this page
Currency is set per invoice when you create it, not in these settings. Payment methods (Stripe, PayPal, Square, bank transfer) are configured in Settings > Integrations, not here. Once a payment method is connected through integrations, it becomes available to add on individual invoices, forms, and schedulers.
