Configuring Invoice Settings
Set your invoice number prefix, default payment terms, memo, and automation rules.
Overview
Invoice settings control the defaults for every invoice you create — the number prefix, how long clients have to pay, and whether invoices are created and sent automatically. You'll find them on SettingsInvoices, below the payment account section.
Before you start
- You need the Admin role.
- These settings apply to all new invoices. Existing invoices are not affected.
Invoice defaults
Open the Invoices tab
Go to SettingsInvoices and scroll to the Invoice Defaults card.
Set your number prefix
Enter a prefix for your invoice numbers in the Number Prefix field. The default is INV-. Invoices are numbered sequentially — for example, INV-1001, INV-1002.
Choose default payment terms
Select how long clients have to pay from the Default Terms dropdown:
| Option | Meaning |
|---|---|
| Due on receipt | Payment is due immediately |
| Net 15 | Due within 15 days |
| Net 30 | Due within 30 days |
| Net 45 | Due within 45 days |
| Net 60 | Due within 60 days |
Add an invoice memo (optional)
Type a message in the Invoice Memo field. This text appears on every invoice — use it for standard notes like payment instructions or a thank-you message.
Changes save automatically as you type.
Automation
Two switches control whether invoices are created and sent without manual steps:
| Setting | What it does |
|---|---|
| Auto-Create Draft | When a Order is created, a draft invoice is generated automatically from its line items |
| Auto-Finalize on Approval | When you approve a Order, its draft invoice is finalized and sent to the client immediately |
Both are off by default. You can enable either one independently — for example, auto-create drafts but still finalize manually, so you can review each invoice before sending.
What you should see
After changing a setting, a brief save indicator appears. The next invoice you create will use the new defaults.
If something goes wrong
- Settings won't save? Make sure you have the Admin role and are not in all-teams view mode.
- New invoices still use the old prefix? The prefix applies to invoices created after the change. Existing invoices keep their original numbers.