SettingsInvoicing settings
Set invoice defaults
Choose the default currency, due days, tax mode, sender details, bank details, and document text for new invoices.
The Invoice General tab holds the defaults applied to every new invoice and quote you create. Setting these once saves you from re-entering the same details each time.
Currency and timing
- Go to Settings → Invoice General.
- Under Currency & timing, set the Default currency for new documents.
- Set Default due days (0–365) — how many days after issue an invoice is due.
- Set Quote validity days (1–365) — how long a quote stays valid.
Tax
- Choose a Tax mode:
- No tax — no tax is calculated.
- Tax exclusive — tax is added on top of line prices.
- Tax inclusive — line prices already include tax.
- Turn on Tax-inclusive pricing if your entered prices already contain tax.
The tax rates themselves are managed separately on the Tax Rates tab. This tab only chooses how tax is applied.
Default sender
- Turn on Set as default sender.
- Fill in the sender details — Business name, Website, Email, Phone, and the address fields (Line 1, Line 2, City, State, Postal code, and the ISO Country).
Bank details
- Turn on Show bank details on invoice to print payment details on your documents.
- Pick a Default bank account to display.
- Choose a Default collection method — Bank or Stripe.
Bank accounts are created on the Bank Accounts tab before you can select one here.
Default document text
Set reusable text that pre-fills on new documents:
- Notes & terms
- Terms & conditions
- Invoice notes footer
- Payment terms text
Save your changes
Use the sticky Save bar at the bottom to apply your changes, or Discard to revert.
If you don't have manage permission, this tab is read-only and the Save button won't be available.