The Invoice tab in Settings allows users to configure default invoice behavior, billing information, invoice automations, deposit popup settings, and default invoice notes.

These settings help standardize invoicing, automate reminders, and control what clients see when invoices are sent or paid.

To access this section:

Go to Settings from the left menu and click on the Invoices tab

This section controls the default payment terms applied to invoices.

This is a dropdown field where the user selects the default due terms for invoices.

This means the invoice becomes due (if Net 7) 7 days after the invoice date.

If the user selects something like Net 30, then the invoice due date will be automatically set to 30 days after the invoice date.

This setting helps define the default payment deadline for all newly created invoices.

This section contains the billing contact details that appear at the top of invoices.

This field is used to enter the company’s billing or contact phone number.

This field is used to enter the billing email address that will appear on invoices.

The information entered here is shown on invoices, so clients know how to contact the business regarding billing questions or payment-related communication.

This section allows users to automate invoice behavior and invoice-related email communication.

This option has:

When this toggle is enabled, the system automatically assigns the first invoice date after the client signs the estimate.

This means the first invoice date will be assigned on the same day the client added in the field.

NOTE: If the user wants the invoice to be due as soon as the customer signs, they should keep this value at 0 days

This option has:

When enabled, the system automatically sends the invoice email on the invoice date at 12 PM.

This option has:

When enabled, the system sends a reminder email on the due date of the invoice at 12 PM.

This option has:

This setting controls recurring overdue reminders after the invoice due date has passed. If enabled, the system would send an overdue reminder email every specified number of days.

When enabled, the system automatically sends a payment receipt once the client pays through the connected payment integration.

This section controls the popup shown to the client after signing an estimate.

This option has:

When enabled, the system shows a deposit pop-up to the client after they sign a proposal or estimate.

This allows the company to customize what the client sees immediately after signing, especially if a deposit is expected.

The Edit Email link allows the user to customize the content or messaging related to this deposit pop-up experience.

This section allows users to define default notes that appear on invoices.

Clicking Edit allows the user to customize the default invoice note. Once clicked, it will show a page to edit the note.

This note is the default project summary note displayed on each invoice.

Clicking Edit allows the user to customize the summary note.

In the Invoice Settings page, several automation options include an “Edit Email” button. These emails are not standalone—they are directly linked to the Email Templates configured in the Emails tab under Settings.

Each automation uses a predefined email category from the Emails section. When you click “Edit Email”, you are editing the template associated with that specific automation.

From there, you can: