Billing Preferences Configuration

Configuring billing preferences ensures invoices are formatted correctly, sent to the right places, and follow your business processes. Set these up to streamline your billing workflow.

Accessing Billing Settings

Navigate to "Settings" → "Company Settings" or "Billing Preferences" to configure billing options.

Invoice Settings

Invoice Numbering

Set up how invoices are numbered:

• Starting number
• Number format (e.g., INV-2024-001)
• Auto-increment settings

Default Payment Terms

Set default payment terms that apply to new invoices (e.g., Net 30 days).

Invoice Template

Customize invoice appearance:

• Company logo and branding
• Color scheme
• Information displayed
• Footer text and terms

Payment Settings

Configure payment options:

• Accepted payment methods
• Payment instructions on invoices
• Online payment links (if available)
• Bank account information for wire transfers

Tax Settings

Configure tax settings:

• Default tax rates
• Tax calculation methods
• Tax exemptions
• Tax display on invoices

Automation Settings

Set up automatic processes:

• Auto-send invoices when created
• Payment reminders for overdue invoices
• Recurring invoice generation