To access Invoicing settings, Go to Profile > Settings > Invoicing settings.
You can enable or disable the visibility of the following information on invoices:
- Service date
- Recurring invoices
- Monthly installments
- Late fees
Enabling "Save line items for future use" will provide you with the option to save a new line item you have created while in the "Add Invoice" view.
Invoice sequence format
You can define a custom format for the invoice number. The value set here will update incrementally with each invoice created in the application.
Mark as paid options
Select which option(s) you want to be able to use when marking an invoice as paid. This applies to invoices that were sent with a "Pre-booking" or "Static Payment" payment method.
Use translations for invoices
Select "Yes" to enable translations for invoices.
Default payment term
You can configure a default payment term which will be automatically displayed when creating a new invoice. When creating an individual invoice, you can override this default payment term settings.
You can configure one or multiple automatic payment reminders. These reminders will be sent for Current or Overdue invoices on the selected number of days before and/or after the invoice due date.