Billing & Revenue
Invoice & estimate settings
Control how invoices and estimates look and behave: numbering, terms, taxes, branding and defaults.
Where to access
Open Invoice settings and Estimate settings from the Settings area.
Related
How it works
- Set numbering, payment terms and default notes.
- Configure taxes and currency.
- Apply your branding to documents.
- Set sensible defaults so new documents need less editing.
Tips
- Good defaults make every invoice faster to create and more professional.