Invoices, payments, and retainers

Configure invoice defaults and appearance

Set workspace invoice text, terms, logo, and document display choices.

Set invoice defaults

1
Open Configure
Go to Invoices → Configure.
Open this page
2
Add company details
Set the company name and address shown on invoices.
3
Set creation defaults
Choose due terms, one default tax rate, rounding behavior, and default subject and notes.
4
Save
New drafts use the saved defaults. Review each invoice before sending.

Helpful tip

Defaults speed up creation but remain editable on an individual draft. Existing invoices keep their saved content.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Keep going

Build a draft with custom line items when the amount does not come from tracked work.

Keep line labels and client-facing invoice language consistent.