Use the Settings-side Invoicing option to manage company-wide invoice defaults for customer invoicing.

Where To Find It

Admins with permission can open Admin > Settings > Invoicing.

What This Setting Controls

The Configure Invoicing dialog stores default values that the invoicing tools use across your company. The current dialog includes settings for:

• whether invoicing configuration is enabled
• default payment terms in days
• default invoice currency
• an optional invoice prefix
• the next invoice number to assign
• an optional default template ID
• an optional Stripe ID
• an optional default QuickBooks service item

If QuickBooks is connected for your account, the Default Service Item field lets you choose the service item used when invoice line items are generated.

How This Differs From The Invoicing Menu

This Settings dialog is different from the top-level Invoicing menu in the Administrative Portal header. The Settings dialog stores defaults and numbering rules, while the top-level Invoicing menu is where admins work with Invoices and Payments.