- Invoice Numbering: Set a prefix (e.g., INV-) and a starting number for your invoices.
- Custom Client Fields: Create your own fields to store extra information about your clients (e.g., a “Client Code” field or a “Client Source” dropdown).
- Client Statuses: Beyond the system defaults, you can create your own custom statuses (e.g., “Onboarding,” “Project Complete”) to better organize your client list.
- Templates: Save time by creating reusable templates for:
- Services: Pre-fill descriptions and prices for common services.
- Discounts: Save common discounts like “10% Loyalty” or “$50 New Client”.
- Invoices: Build entire invoice structures that you can apply with one click.
Invoicing & Client Customization
Updated on November 6, 2025
