Invoice Settings
5 docs
Invoice Settings Overview
Last Updated: 9 November 2026All the invoice settings in one place: numbering, defaults, workflow, what customers can see, email attachments, notes and terms.
Change Invoice Prefix
Last Updated: 9 November 2026Change the text before your invoice numbers, such as INV-, and choose the number format.
Set Next Invoice Number
Last Updated: 9 November 2026Set the number your next invoice will use, for example when moving from another system.
Add Invoice Note
Last Updated: 9 November 2026Set a default customer note that is added to every new invoice.
Add Invoice Terms
Last Updated: 9 November 2026Set default terms and conditions that are added to every new invoice.