Invoice Defaults

Learn how to configure default invoice settings including currency, payment terms, templates, and notification preferences.

Default Settings

Currency

  • Default currency (GBP, USD, EUR, etc.)
  • Used for all new invoices
  • Can be changed per invoice
  • Set your primary currency

Payment Terms

  • Default payment terms
  • Options: Net 15, Net 30, Net 60, etc.
  • Applied to new invoices
  • Client-specific terms override

Invoice Template

  • Default template style
  • Choose from available templates
  • Can change per invoice
  • Consistent branding

Starting Number

  • Starting invoice number
  • Auto-increments from here
  • Format: INV-001, INV-002, etc.
  • Set your preferred starting point

Invoice Color

  • Default brand color
  • Used in invoice design
  • Matches your branding
  • Can be customised

Default Terms & Conditions

Payment Instructions

  • Default payment instructions
  • Included in all invoices
  • Can be customised
  • Clear payment methods

Terms & Conditions

  • Standard terms
  • Included in invoices
  • Legal protection
  • Can be updated

Notification Settings

Send Invoice on Save

  • Auto-send when saved
  • Saves time
  • Immediate delivery
  • Can disable per invoice

Best Practices

  • Set realistic defaults
  • Match your business needs
  • Update as needed
  • Review periodically

Good defaults save time and ensure consistency!