- How to Edit Invoicing Settings
- The List of Invoicing Settings
How to Edit Invoicing Settings
Permissions needed: View Organization Settings and Edit Organization Settings
- Select Settings from the left-side menu.
- Open Invoicing.
- Update the Settings.
- Click the Save button.
The List of Invoicing Settings
Invoice Number Prefix and Next Invoice Number
These settings define the number of the next invoice.
Default Payment Terms
This defines the default payment terms of the new projects and new clients.
The list of tax types for invoicing (see more details).
Invoice Item Types
The list of item types for invoicing (see more details).
The list of line item templates for invoicing (see more details).