Appearance
Invoice Settings
Customise how your invoices look and behave.
Accessing Invoice Settings
- Click Settings in the sidebar
- Select Documents
- Click the Invoices tab
Invoice Layout
Choose how your PDF invoices are formatted:
| Layout | Description |
|---|---|
| Classic | Traditional invoice layout with logo at top |
| Modern | Clean design with accent bar and balanced layout |
| Bold | Dark header banner for strong brand presence |
Click on a layout to preview and select it. All layouts include legally required information (ABN, GST breakdown, etc.).
Default Invoice Settings
Invoice Due In (Days)
Set the default number of days until an invoice is due. This applies when creating new invoices.
- 0 days: Due immediately
- 7 days: Due in one week (Net 7)
- 14 days: Due in two weeks (Net 14)
- 30 days: Due in one month (Net 30)
Contact-Level Overrides
You can set different default payment terms for individual contacts. When creating an invoice for that contact, their terms will be used instead of the company default.
Line Item Display
Control what information appears on invoice line items:
| Option | Description |
|---|---|
| Show QTY on line items | Display quantity column |
| Show unit price on line items | Display price per unit |
| Show total cost on line items | Display line total (QTY × Unit Price) |
These options help you present the right level of detail for your clients.
Invoice Display Options
Include Return Payment Stub
Adds a tear-off payment return stub at the bottom of unpaid invoices. Formatted for #8 envelopes - useful for clients who pay by cheque.
Show Late Stamp If Overdue
When enabled, overdue invoices display a "PAST DUE" stamp to clearly indicate payment is late.
Show Account Balance
Display the client's total account balance on the invoice, showing any other outstanding amounts.
Show Paid Date
When an invoice is fully paid, display the date payment was received.
Editing Behaviour
Lock Payment Terms After Partial Payment
When enabled, the due date and payment terms cannot be changed once a partial payment has been received.
Why use this?
- Maintains accurate records for accounting
- Prevents accidental changes to payment arrangements
- Ensures consistency for partially paid invoices
INFO
This setting only affects invoices with partial payments. Draft invoices and sent invoices without payments can still have their terms edited.
Footer Message
Add a thank-you message that appears on every invoice. This is a good place for:
- Thank you message
- Payment instructions
- Contact information for queries
- Business hours
Default: "Thank you for your business. Please contact us with any questions regarding this invoice."
Payment Details
Enter your bank account and payment method details. These appear on the invoice so clients know where to send payment.
Example:
Bank: Commonwealth Bank
BSB: 062-000
Account: 12345678
Account Name: Your Business Name Pty LtdReset to Default
Click Reset to default messages to restore the footer message and payment details to their original values.