Invoice Settings

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title: Invoice Settings category: Finance & Payments order: 8 description: Customize invoice branding, numbering, templates, and default content.

Invoice Settings

Configure how your invoices look — branding, numbering, default content, and currency formatting.

Where to find it

• Finance → Invoice Settings (or Settings → Invoice).
• Route: /settings/invoice.

Branding

Logo

• Upload your business logo (PNG, JPG, SVG, WebP, or GIF; max 8 MB).
• The logo appears at the top of every invoice.
• Alternatively, toggle Use company name instead of logo to display your company name as text.

Colors

• Primary color — Used for headings, totals, and accent elements.
• Secondary color — Used for borders and secondary text.

Template

Choose from built-in invoice templates:

• Default — Clean, professional layout.
• Modern — Contemporary design with bold headings.
• Minimal — Simple, stripped-back layout.
• Dark — Dark background with light text.

Company information

Fill in your business details that appear on every invoice:

• Company name
• Company address
• Phone
• Email
• Website
• Tax ID — Your business tax identification number.
• Bank details — Bank account information for bank transfer payments.

Numbering

• Invoice prefix — A short prefix prepended to invoice numbers (e.g. "INV", "SK").
• Next invoice number — The next sequential number. Invoices are numbered automatically.
• Invoice title — The title shown at the top of the invoice (defaults to "Invoice").

Payment terms

• Default payment terms (days) — Number of days after the invoice date that payment is due. Used as the default when creating new invoices.

Default content

• Default notes — Pre-filled notes that appear on new invoices (e.g. "Thank you for your business!").
• Default terms — Pre-filled payment terms and conditions.
• Default footer — Text at the bottom of every invoice.

Currency formatting

• Default currency — The default currency for new invoices.
• Currency symbol — The symbol displayed (e.g. $, €, £).
• Currency position — Before or after the amount (e.g. $100 vs 100$).
• Decimal separator — Period (.) or comma (,).
• Thousands separator — Comma (,), period (.), or space.

Automation

• Auto-send on booking — Automatically create and send an invoice when a booking is made.
• Auto-send on payment — Automatically send the invoice when a payment is received.

Preview

Click Preview to see a sample invoice with your current settings applied. The preview uses sample data to show how your invoices will look.

• Print — Print the preview directly.
• Download PDF — Download the preview as a PDF.

Applying changes

Settings apply to all new invoices. Existing invoices retain the settings they were created with.