Table of Contents
Configure default invoice behavior:
- Invoice Number Prefix: e.g., “INV-“
- Next Invoice Number: Starting number
- Default Currency: Your primary currency
- Default Payment Terms: Standard due date offset
- Default Notes: Boilerplate text for invoices
Invoice Lifecycle Automation #
Set up automatic status changes and reminders:
- Auto-send reminders: Before due date
- Overdue notifications: After due date passes
- Status updates: Automatic status progression
