To get to your Invoice, Estimates & Receipts settings, go to the "gear icon" on the top right of the screen.
Once in settings, click the "Invoice, Estimates, & Receipts" tab.
On this page, you see these settings:
Default Invoice Messages
Notes Visible to Customer: Any notes you want to appear on all invoices.
Terms: The terms you'd like to appear on all invoices, such as "Please pay all invoices within 15 days of receipt".
Default Estimate Settings
Notes Visible to Customer: Any notes you want to appear on all estimates.
Terms: The terms you'd like to appear on all invoices, such as "Please pay all invoices within 15 days of receipt".
Default Invoice Email Settings
Default Invoice Email Template: The default email template for all invoices.
Attach PDF of Invoice to Email: A PDF will be attached to new invoice emails if this is checked.
Preferred Invoice Send Method: How you prefer Invoices to be sent.
Default Invoice SMS Settings: The default text template for Invoices
Default Estimate Email Settings: The default email template and whether you want a PDF sent with the emailed Estimate.
Default Estimate SMS Settings: The default text template for Estimates
Default Receipt Email Settings: The default email template for receipts and whether you want a PDF sent with the emailed receipt.
Default Document Email Setting: Choose if you want a PDF sent with the emailed document.
Invoice Address Settings
Show Our Phone Number: If checked, the customer's phone number will be shown on the printed or emailed invoice.
Show Our Email Address: If checked, the customer's email address will be shown on the printed or emailed invoice.
Show Our Website URL: If checked, your website URL will be shown on the printed or emailed invoice.
Invoice Settings
Late Fee Rules: You can set terms for more than one late fee.
Example: After 15 days, the late fee is $5, and after 30 days, the late fee is $10, and so on.
Select the fee and the days until the invoice is considered "late." The cost can be a % or an exact amount.
Hide Outstanding Balance: If checked, the outstanding balance amount will be hidden on the printed or emailed invoice.
Show Rubber Stamp Image: If checked, the Pending, Draft, Paid in Full, and Past Due Stamp will be shown on the printed or emailed invoice.
Default Invoice Date: Select what you want the default invoice date to be. This is also the date your late terms start counting from.
The options include:
The date the invoice was sent, the date the last service was added to it before it was sent, or the invoice date is not changed.
Show Invoice Due Date: If checked, the due date will be shown on the printed or emailed invoice.
Set Default Service Date: If checked, an invoice will automatically be created with today's date.
Show Credit Available: If checked, it will show the customer's available credit on the printed or emailed invoices.
Automatically Apply Customer Credit to Invoice: If checked, whenever an invoice is created for a customer, and that customer has a customer credit available, it will automatically apply the customer credit to the new invoice.
Show "Visit Closed Time" on the invoice: If checked, the time the visit was closed will appear on the invoice.
Show Tips on Invoices and Allow Customers to leave Tips When Paying- If checked, tips will show on invoices, and your customers can leave you a tip while paying the invoice.
Default Tax Rate: This is the default tax rate set on all invoices, etc. This can be overridden by selecting a different tax on an item/service or making a customer tax-exempt.
