Invoice defaults
Set the currency, tax rate, numbering, payment terms, notes, and footer that prefill every new invoice — without touching invoices you've already sent.
The Invoice defaults card on Settings → General (/settings/general) prefills the values
that apply to most of your invoices, so you're not retyping them every time. Set them once and every
new invoice starts ready to go.
- Role
- OwnerAdmin
Invoice defaults are part of workspace settings, managed by Owner and Admin under Settings → General.
Editing invoice defaults never changes existing invoices. New values apply only to invoices you create afterward. Sent invoices are immutable snapshots — see Immutable snapshots.
The defaults you can set
-
Currency — your workspace default. A client can override it; see Client billing defaults.
-
Default tax rate — entered as a percentage.
-
Invoice number prefix — e.g.
INV-. You can embed date tokens:Token Means Example {{yyyy}}4-digit year 2026{{yy}}2-digit year 26{{mm}}2-digit month 06{{dd}}2-digit day 11A live "Next invoice will be…" preview shows exactly how your prefix and number combine.
-
Next invoice number — leave blank to auto-increment. Set a value to force the next number.
-
Default payment terms — choose No default, Due on receipt, Net 7, Net 14, Net 30, or Net 60.
-
Default invoice notes — text added to the body of every new invoice.
-
Invoice footer — text shown at the bottom of every invoice.
Set them up
Open Settings → General
Go to Settings → General and find the Invoice defaults card.
Choose your currency and tax
Set your default Currency and, if you charge tax, a Default tax rate percentage.
Configure numbering
Set an Invoice number prefix (with date tokens if you like) and watch the "Next invoice will be…" preview. Leave Next invoice number blank to auto-increment.
Set terms, notes, and footer
Pick your Default payment terms and add any Default invoice notes and an Invoice footer.
Save
Click Save workspace settings.
Date tokens are resolved when the invoice is created, so INV-{{yyyy}}- produces numbers like
INV-2026-0042. Combine a prefix with the auto-incrementing number for clean, sortable invoice IDs.
Troubleshooting
- My change didn't update an old invoice. That's expected — defaults only apply to new invoices. Edit the invoice directly if it's still a draft.
- The next number isn't what I expected. Check whether Next invoice number is set; a fixed value overrides auto-increment for the next invoice.
Workspace settings (General)
Set your brand, business details, and invoice defaults on one page — the values that appear on every invoice and the public invoice page.
Branding & logo
Upload your logo and set your organization name so your brand shows on invoices, the public invoice page, and the client portal.