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General Invoicing Settings

Set up invoicing options like email format, custom sender email address, payment terms, and other invoicing options.

Updated over a week ago

Set up and edit your default invoicing options in Settings. Go to Settings > Invoicing where you can adjust the following:

Email Format

You can change the look and feel of your emails containing invoices. Email types are HTML or Plain text, and you can add or remove Productive branding from your e-mail that contains invoices on the toggle button below.

Changing Your Sender Email Address

Customize the sender's email address for invoices sent via email by switching from the default to an address of your preference.

Refer to this article for more information.

Default Payment Terms

Set up the default payment terms by entering the number of days that will be applied as default due payment days. This can be additionally adjusted for each client when creating an invoice.

Invoicing Options

Select how your invoice numbers will be generated and whether the delivery date should be displayed on the invoices.

To see a bit more on how to set up the invoicing number format check here.

If you have more subsidiaries, you can adjust these options for each subsidiary.

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