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Invoice Settings: Logo, Templates, Finance Charges, and Discounts

Make your invoices look like yours and behave the way your business works

Everything about how your invoices look and behave lives at Settings → Customize → Invoices.

Logo and templates

Upload your logo under Invoice Logo — up to 5MB. Beneath it, Invoice Templates offers three layouts:

Template
Use it for
Default
Standard invoice layout
Euro Style
European formatting conventions
VAT Format
Invoices that need to show VAT

Add Invoice Template lets you build a further layout if none of the three fits.

Invoice Logo and Templates

Invoice logo upload and the three built-in templates.

Finance charges

Charge interest on invoices that go unpaid. Enable it, then set:

  • Annual Interest Rate — the yearly percentage
  • Minimum Finance Charge — a floor, so tiny charges are not worth issuing
  • Grace Period — days after the due date before charges begin
  • Calculate charges from — the invoice date or the due date

Invoice Finance and Discount Settings

Finance charge and discount settings, alongside email settings and invoice approval.

Discounts

Enable discounts to set a firm-wide percentage and a description that appears on the invoice. Individual invoices can also carry a one-off discount via the Add a Discount tickbox on the invoice header.

Email settings

Set the Reply to address that clients see when they receive an invoice, and a BCC address if you want a copy of everything that goes out.

Invoice approval

With approval enabled, clients can approve or reject invoices and leave comments directly on them, and you get an email when they respond. You choose whether it applies to pre-bills, finalized invoices, or both, and it can be turned on for individual clients from their Invoice Setup tab.

Tip: Client approval on pre-bills is a good fit for work where the client expects to review a draft before being formally invoiced. It replaces the email-a-PDF-and-wait cycle with something you can track.

Invoice reconciliation

When enabled, the invoice displays payments, adjustments, and the balance due as of a specific date. Payments applied directly to the invoice appear even if they were made after the invoice date; payments recorded on account do not.