Invoice Settings

Invoice settings allow you to customize the default title, terms/conditions, and notifications. This article will overview the settings menu and its options.

You can use templates instead of the default option and use the custom values in the design editor seen below:

 

To edit your invoice settings, Navigate to Payments > Invoices > Gear Icon

 

Business Information

This menu will allow you to customize the Business information, such as logo, business name, address, and website, and add custom values

 

Invoice Title and Terms

You can set the title and terms/notes for the invoices created here. You can use various formatting options which allow for line breaks, links, and more

• Invoice Title and Terms/Notes

Due Date Settings

Select when the invoice is due after X amount of days

Custom Fields

Add custom fields to your preferences from this section

Customer Notifications

Turn on or off the different types of notifications and select custom templates or use the available default option.

• Invoice Received
• Invoice Payment Successful
• Invoice Payment Failed
• Auto Payment Information
• Auto Payment Failed

 

Note: To view the default template, you must test manually.

Team Notifications

These notifications are sent to the business user who sent the invoice. Toggle on or off the type of notification and select templates as desired.

• Invoice Payment Successful
• Invoice Payment Failed
• Auto Payment Failed
• Auto Payment Skipped
• The Invoice Could Not Be Sent

 

Save when you have finished editing your default invoice settings.