BILLING: Invoice / Estimate / Contract Settings

How do I configure default settings for Invoices?

Invoice Settings give you options related to how Invoices are published, notifications and alerts when Clients view an Invoice.

CLICK HERE to learn about Invoices

Navigate to Billing > Settings, and click the Invoice Settings tab in the left vertical menu bar.

Logo & Basic Info

You can set a Logo to appear on your Invoices. Click the Select File button to upload an image. You can also drag and drop the image onto the perforated space.

Currency: Set the default Currency that your Invoices will appear in. You can also toggle the Currency Letter Code either on or off.

CLICK HERE to learn more about adding Currencies

Invoice Prefix: This is what will come before the Invoice Number when generated.

Invoice Number: You can choose which number Invoices will begin generating as. They will then be generated sequentially.

Tax Decimal Numbers: Choose how many decimal places will be used when creating Taxes.

Show Billing Dashboard: Enable the Billing Dashboard for your Clients to view.

CLICK HERE to learn about My Billing Dashboard

Email Notifications

Review: You can choose to send Invoices to your account for review if they are in Draft Status.

Thank You Email: When a payment is made by the Client, you can choose to send an email notification thanking them for their payment.

Payment Due Reminder: You can set a reminder email to be sent to the Contact. Choose how often the reminder will be sent, and after how many occurrences it will stop.

Due Date Approaching: You can set an reminder email to be sent to the Contact when the Due Date of an Invoice is coming soon. Choose how many days in advance it will trigger.

You can customize the reminder emails in Email Templates.

CLICK HERE to learn about Email Templates

Other Info

Set default text to populate for Terms & Conditions, Note to Customer, and Payment Description while creating an Invoice.

You can choose to a PDF of the Invoice to the Client when it is saved as Open.

If you want to send your Invoices to a Company rather than an individual (if applicable), you can specify that here.

CLICK HERE to learn about Company First Mode

View Invoice Notification

You have the option to set Staff Member(s) to receive a notification email when a Client views an Invoice.


How do I configure default settings for Estimates?

Estimate Settings give you options related to how Estimates are published, notifications and alerts when Clients view an Estimate.

CLICK HERE to learn about Estimates

Navigate to  Billing > Settings, and click the Invoice Settings tab in the left vertical menu bar.

Logo & Basic Info

You can set a  Logo to appear on your Estimates. Click the Select File button to upload an image. You can also drag and drop the image onto the perforated space.

Currency: Set the default Currency that your Estimates will appear in. You can also toggle the Currency Letter Code either on or off.

CLICK HERE to learn more about adding Currencies

Estimate Prefix: This is what will come before the Invoice Number when generated.

Estimate Number: You can choose which number Invoices will begin generating as. They will then be generated sequentially.

Expiration Reminder: Choose how many days in advance to send a reminder email notification before the Estimate expires.

Use the checkbox to automatically generate an Invoice once an Estimate is approved.

Other Info

Set default text to populate for Terms & Conditions, Note to Customer, and Payment Description while creating an Estimate.

You can choose to a PDF of the Estimate to the Client when it is saved as Open.

If you want to send your Estimates to a Company rather than an individual (if applicable), you can specify that here.

CLICK HERE to learn about Company First Mode

View Estimate Notification

You have the option to set Staff Member(s) to receive a notification when a Client views an Estimate.


How do I configure default settings for Contracts?

Contract Settings give you the option to choose a logo to appear on generated Contracts.

CLICK HERE to learn about Contracts

Navigate to   Billing > Settings, and click the Contract Settings tab in the left vertical menu bar.

Logo & Basic Info

You can set a Logo to appear on your Contracts. Click the Select File button to upload an image. You can also drag and drop the image onto the perforated space.

Notification Settings

You have the option to set Staff Member(s) to receive a notification when a Client completes the signing of a Contract.

Security Settings

If you want to allow Contracts to be signed without requiring the users to log in, you can enable this setting here.

You can then choose how many times the user(s) can click the access link, and choose how many days the Contract will remain available before the link expires.

When enabled, the link that is sent to the Contact will not require login.

In addition, you'll see a new Copy Contract Link option in the Options dropdown menu for a Contract that is "Out for Signature".

Click this option to copy the link to your clipboard. You can then send the link directly via Secure Messaging or any method outside of the platform.

CLICK HERE to learn about Secure Messaging

IMPORTANT: By enabling this setting, you acknowledge that HIPAA compliance cannot be guaranteed. If you are working with sensitive information that is required by law to be privacy compliant, you should NOT enable this setting.

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