The Settings page controls the information and rules used when generating invoices and processing customer payments.

You should review and configure these settings:

• During onboarding

• Before sending your first invoice

• Anytime your billing or payment policies change

Incorrect configuration can result in:

• Invoices missing legal details

• Payment failures

• Incorrect numbering

• Credit memos not applying properly

Business Information

This information appears on all customer-facing invoices.

Ensure this section is accurate before sending invoices.

Required Fields

• Contact Email
  Email shown on invoices for billing questions.
  Use a monitored inbox (e.g., billing@yourcompany.com).

• Legal Name
  Your registered business name. This should match contracts and tax documentation.

• Street Address
  Official business address shown on invoices.

• City, State, Zip Code
  Used for tax, compliance, and invoice formatting purposes.

Best Practices

• Double-check spelling and formatting — invoices are customer-facing documents.

• Update immediately if your business address changes.

  

Billing Settings

Billing Settings controls how customers can pay and how payments are processed.

Payment Methods

You can enable or disable the following:

• ACH Debit (Stripe Integration Required)

• Credit Card (Stripe Integration Required)

  • Pass Through Credit Card Fees (Stripe required)

• Check

• ACH Credit

Disabling a payment method removes it as a payment option on invoices going forward.

Additional Settings

These settings control invoice numbering, credit memo behavior, and document attachments.

Custom Invoice Number

Define how invoice numbers are generated.

• Prefix – Optional label before the number (e.g., INV)

• Starting Number – The number your sequence begins from

Example:

• Prefix: INV

• Starting Number: 77

• Result: INV-77, INV-78, INV-79…

• You are migrating from another system

• You need continuity in numbering

Custom Credit Memo Number

Similar to invoice numbering.

• Define a prefix (e.g., CM)

• Set a starting number

Example:

• CM-1, CM-2, CM-3…

This keeps your accounting records clean and traceable.

Auto Apply Credit Memo

When enabled, credit memos automatically apply to open invoices when invoices are sent.

Enable this if:

• You frequently issue credits

• You want automatic reconciliation

Disable if:

• You prefer manual application for review or approval workflows

Invoice Documents

You can upload documents that attach automatically to every invoice.

Examples:

• W-9 forms

• Banking details

• Contract terms

• Compliance documents

Use the toggle to control whether the document:

• Is stored only

• Or sent with every invoice