Invoice Preferences
Customize your account and preferences
Set default values for new invoices to speed up creation.
- •Choose your primary currency
- •Applied to all new invoices
- •Can be changed per invoice
Default Currency:
- •Set your standard tax percentage
- •Applied to new line items
- •Can be adjusted per item
Default Tax Rate:
- •Set standard payment terms
- •Pre-filled in new invoices
- •Can be edited per invoice
Default Terms & Conditions:
- •Enable to automatically send invoices when created
- •Requires buyer contact info (email or phone)
- •Requires configured integration
- •Send buttons hidden when enabled
Auto-Send Invoices:
- •Choose from premium templates
- •Preview each template before selecting
- •Selected template applies to all PDFs
Invoice Templates:
Pro Tips
- Set defaults that match your most common invoice settings
- Preview templates before selecting to find your preferred style