How do I access the invoice settings?

Learn how to access invoice settings.

To access the Invoice settings, click on your profile in the bottom left corner → Company Settings → Project Accounting → Invoicing.

Invoicing Settings



Here, you can manage the:

  •  Default invoice terms

  •  Fiscal information that will show up on future invoices

  •  2 tax fields (if applicable) and whether or not you should hide them if they are 0%

  •  Invoice size and format

  •  3 late payment reminders and when they should be sequenced

  • Services delivery date (if your country requires it)