How to configure your invoice payment information

Go to Invoices in the sidebar, then click Invoice settings in the top right. You can also get there from Settings by choosing the Invoices tab.

In the Numbering & payment card, fill in the Payment details box with whatever your clients need to pay you — bank transfer details, sort code and account number, or instructions for another payment method.

This text is printed on every invoice exactly as you type it, so include a line asking clients to use the invoice number as their payment reference if that helps you match up payments.

Use the Terms (days) field to set how many days clients have to pay after the issue date. This is used to work out the due date automatically whenever you create a new invoice, though you can still adjust it for a single invoice if you need to.

Set a Prefix (for example INV-) and the Next number to control how your invoice numbers look and where they start counting from.

Tick or untick Show due date on invoices to control whether a payment due date is printed on invoices and included in the email by default. You can still override this per invoice when you create one.

Use the Footer note field for a short message printed at the bottom of every invoice, such as a thank-you line.

The Business details & logo card shows the logo, business name and address that also appear on invoices. If anything needs updating, click Edit details & branding to jump to the Branding tab in Settings.

Click Save invoice settings. Only the account owner can change these settings — team members will see them as read-only.