Invoicing Settings

• How to Edit Invoicing Settings
• The List of Invoicing Settings
  • Invoice Number Prefix and Next Invoice Number
  • Default Payment Terms
  • Tax Types
  • Invoice Item Types
  • Item Templates

How to Edit Invoicing Settings

Permissions needed: View Organization Settings and Edit Organization Settings

1. Select Settings from the left-side menu.
   
   
2. Open Invoicing.
   
   
3. Update the Settings.
   
   
4. 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.

Tax Types

The list of tax types for invoicing (see more details).

Invoice Item Types

The list of item types for invoicing (see more details).

Item Templates

The list of line item templates for invoicing (see more details).