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Guide

Invoice numbering and payment terms

Set these once and every new invoice arrives with the right number and the right due date.

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Steps

  1. Open the defaults

    Go to Settings → Invoice & receipt defaults (Invoice defaults on a computer).

  2. Set your numbering

    Enter an Invoice prefix such as INV- and the Next invoice no. Do the same for receipts with the Receipt prefix (for example RCPT-) and Next receipt no.

  3. Choose default payment terms

    Pick Due on receipt, a Net term from Net 7 to Net 90, or Custom and enter the number of days.

  4. Add the text for your documents

    Optionally, fill in the Invoice header and Invoice footer — for example a thank-you line or your bank details. They print on your invoice PDFs.

  5. Save

    New invoices take the next number in sequence and a due date calculated from your terms. You can still change both on any single invoice.

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