Sales & payments

These settings are the starting point for every new invoice, estimate and sales receipt. You can still change any of them on a single form. Each card has its own Edit and Save.

Content, payments and messages

1. 1Preferred invoice terms, such as Net 30.
2. 2Ship to: whether forms show a shipping address.
3. 3Product/service column: whether lines show which product or service they're for.
4. 4Discount column: whether lines can take a discount.
5. 5Tax column: whether lines show whether they're taxable.
6. 6Bank transfer (ACH): paying an invoice by bank is coming soon.
7. 7Cards: card payments aren't available yet.
8. 8Payment instructions: your own text, such as how to pay by check or wire, printed on every invoice.
9. 9Default message on invoices: the note each new invoice starts with.
10. 10Default message on estimates: the same for estimates.

Design

How invoices and estimates look on paper, in Preview and in the customer's copy.

1. 1Default template, such as Modern.
2. 2Section layout: how the parts of the form are arranged.
3. 3A sample invoice that shows your choices.

Reminders and estimates

1. 1Automatic invoice reminders: emails customers about overdue invoices for you.
2. 2Auto-convert accepted estimates: turns an estimate into an invoice as soon as the customer accepts it, and a purchase order into a bill as soon as the vendor accepts it.