Invoices settings and automated actions

Numbering, terms, sending, editing, and customer portal options.

Last updated 20 days ago

In the Settings → Finance → Invoices tab, configure the prefix, the next number, and the default Payment term. A custom term assigned to a specific client can override the general setting.

Here, you can enable an internal notification (Staff), automatic sending of the Invoices to the client, a copy to the salesperson, and including the sender in the CC field. Before enabling automatic sending, verify the recipient's address, the email template, and the sender settings.

Separate toggles control editing after sending or Payment, deletion (restricted to the most recent Invoices), number decrementing after deletion, and preventing Cancel for Invoice with payments.

For the customer portal, you can require login and hide drafts. The pricing section includes options for locking client prices, displaying the last sales price and discount limit, and showing cost and margin figures.

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