Invoice settings

Open Invoice Settings in the mobile app to manage the reusable details used in invoice preparation and access your credit notes.

What is available?

Setting	Purpose
Credit Notes	Open the credit-note list and inspect corrections, remaining credit, and refunds.
Payment Methods	Create or edit payment instructions and review the Stripe connection.
Note	Set the default client-facing invoice note.
Terms & Conditions	Set the default terms used when preparing invoices.

Default note and terms

Open Note or Terms & Conditions, edit the text, and save. These defaults give new invoices a starting point. Review the Invoice Note and terms on each invoice and adjust them where needed before issue.

Changing a default should not be used to correct an already-issued document. Always check the preview for the actual text the client will receive.

Payment methods

Open Payment Methods to create reusable bank, wallet, or payment-link details supported for your business. Select the methods you want on the invoice itself. The Stripe entry shows connection information and provides access to its setup.

Check payment details carefully when editing or replacing them. Saved invoice snapshots preserve their own details. See Payment methods and Stripe for selection limits and the difference between instructions and recorded payments.

Invoice-specific choices

Choose payment terms, reminder settings, recipient, tax treatment, discounts, and any received payment or client credit during invoice preparation. Reminder controls on a delivered, issued invoice manage that invoice's follow-ups.

See Create and edit invoices, Payment terms and reminders, and Credit notes and refunds for these workflows.