Settings

Business settings

Everything here applies across your whole business, not any single service -- set it up once and get back to work.

Templates

Pick a starting look -- everything below is still yours to fine-tune afterward.

Premium

Noir

Black paper, gold rule, letter-spaced caps -- after-hours formal.

Premium

Heritage

Warm cream stock, framed border, old-world serif.

Premium

Sunrise

Bright and friendly, with a warm color sweep before the sign-off.

Premium

Ledger

Crisp color header bar and a highlighted total -- built for scanning fast.

Saved changes apply to every future invoice automatically.

Numbering & defaults

Used every time a new invoice is created, automatically or by hand.

Invoice numbering formatExample: INV-1001

Default payment terms

days

Days until an invoice is due, unless overriddenDefault late fee

Applied automatically once an invoice goes overdue

Default deposit wordingShown on invoices that use a deposit-based payment schedule

Tax & discounts

Pre-fills new invoices -- still adjustable per invoice.

Logo placement

Choose a quick position and size, or fine-tune it yourself under Advanced.

Header logo

Footer logo

Typography

Font, size, and style used across every invoice -- just like the formatting toolbar in Word.

Font

Size

Header noteShown near the top of every invoice. Supports {{businessName}}.Footer noteShown at the bottom of every invoice -- payment terms, a thank-you, etc.PDF filename formatSupports {{invoiceNumber}}, {{clientName}}, {{businessName}}Invoice email subjectSupports {{invoiceNumber}}, {{clientName}}, {{businessName}}Invoice email body

Payment options

Offered to clients on every new invoice by default -- a single invoice can narrow this down further.

NoteBank transfer (ACH) requires your payment processor to support ACH -- confirm this with Stripe before relying on it.

NoteManual payments (cash, check, other) must be marked paid by you -- they don't update automatically.

Automation

Let invoices handle themselves once the fundamentals are set.

Clients get an automatic email reminder before their invoice is due -- no need to chase payments yourself.

Remind this many days before the due date

Clients get an emailed receipt the moment their balance hits zero -- nothing for you to send.

Overdue status itself is always kept up to date automatically -- no setup needed there.

Live preview

Marigold & Co. Photography

Invoice INV-1024

Issued Sat, Aug 1 · Due Thu, Aug 20

Sent

Thank you for choosing Marigold & Co. Photography.

Bill to Jamie Rivera

Signature Session$350.00
Travel fee$45.00

Subtotal$395.00

Sales Tax (6.5%)$25.68

Total$420.68

Terms

Payment due within 14 days.

Questions about this invoice? Just reply to let us know.