Invoices, payments and expenses

Invoice settings: numbering, terms and tips

Invoice defaults are on the Invoice tab of Settings → Invoice, Quote & Proposal. Click Save Settings when you're done. The Payment Page and PDF Invoice tabs on the right preview your changes.

Look

Under Branding, pick the Header Bar Color and Header Style (Bold, Solid or Minimal), and turn Show Business Logo and Show Vehicle Photo on or off. Your logo itself is set in Settings → Branding.

Tips

Turn on Accept Tips to let customers add a tip when they pay online, and set the Suggested tip percentages (15, 18 and 20 to start). Tips work with Stripe and Clover.

Payment terms

Under Payment Terms, choose your Default Terms: Due today, Net 30, Net 60 or Net 90. This sets the due date on new invoices. You can still change the due date on any invoice.

Numbering

Under Invoice Numbering, set the Starting Invoice Number. Invoice numbers start with INV-. You can type a different number on any one invoice.

Custom text

  • Success Message: shown after a customer pays.
  • Footer Text: shown at the bottom of your invoice and quote pages, for example "Questions? Call us at 555-1234".
Tip

Under Default Terms Documents, pick documents (such as your warranty terms) to attach to new invoices automatically.

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