Invoicing settings
Set the defaults that shape every invoice — currency, tax, payment terms, document numbers, bank accounts, and more.
The Invoicing settings control how your invoices, quotes, and other documents behave by default, so you don't have to fill in the same details every time you create one. These tabs appear when you're working in the Invoicing product.
Editing invoicing settings requires manage permission. If you don't have it, the pages open in read-only mode and the Save button is unavailable.
Invoice general
Default currency, due days, tax mode, sender, bank details, and document text.
Tax rates
Create and manage the tax rates you apply to line items.
Payment terms
Define reusable payment terms with due days and labels.
Document numbers
Configure numbering, prefixes, and padding per document type.
Bank accounts
Add the accounts customers pay into for manual payments.
Receipt email
Forward receipts to an inbox for automatic expense capture.