Manage invoice defaults
Set default invoice terms, notes, GST display, and staged payment percentages used across new client documents.
Onboarding and Configuration
Manage invoice defaults
Use invoice defaults to control due timing, client payment wording, GST display, and staged payment percentages applied to new quote and invoice records.
When to review invoice defaults
Review these settings during onboarding, before a new billing cycle, or whenever your payment terms change. Keeping this section current gives your team a reliable starting point each time they issue a new quote or invoice.
It is also worth checking after changing how you collect deposits or progress claims, so payment stage amounts stay aligned with your current commercial process.
Invoice fields that shape client documents
- Invoice terms: number of days from invoice date to due date.
- Invoice notes: client facing payment instructions shown with invoice details.
- Quote validity days: validity period shown on new quote and proposal records.
- GST status: controls whether GST is shown in default totals.
- Deposit, progress claim, and final payment percentages: default staged structure used on new work.
Update defaults in the configuration flow
- Open Configuration and go to the quote and invoice defaults step.
- Enter quote validity days and invoice terms to match your standard billing window.
- Add or update invoice notes with practical payment instructions for clients.
- Set deposit, progress claim, and final payment percentages to reflect your normal staged invoicing approach.
- Confirm GST status so totals display the way your business bills customers.
- Save the settings to apply them as the account baseline for new documents.
Use the live preview before saving
The preview panel updates as values change. Review the invoice due wording, GST amount, total due, and payment terms text to confirm the output reads clearly before finalising your save.
Switch between invoice and quote preview cards so you can check that staged percentages and terms language remain consistent across both document types.
After saving your defaults
New quote and invoice records begin with these saved defaults, which reduces rework during document preparation. If a specific job needs different terms, adjust that job record while keeping your account defaults ready for everyday use.
- Recheck settings after policy updates or seasonal payment changes.
- Keep invoice notes concise so clients can follow payment instructions quickly.
- Confirm staged totals remain balanced when you change percentages.