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New Invoice settings hold your business’s invoice branding and the defaults every new invoice starts with. Open Settings > Invoice settings. Owners and admins can edit them; the preview on the right follows your changes as you type.
  1. Click Upload logo.
  2. Choose a JPG, PNG, GIF, or WebP file up to 10 MB.
  3. Click Upload.
The preview shows the logo in place of your business name. Click Remove logo to go back to the name.

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Choose an accent color

Pick a color with the Accent color swatch. The preview tints the invoice number with it.

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Set the invoice number prefix

Enter 1 to 10 letters or digits in Invoice number prefix. Invoices are numbered PREFIX-0001, PREFIX-0002, and so on, and the field shows the number the next invoice will take. A new prefix applies to invoices you create afterwards. Existing invoices keep their numbers, and the sequence carries on from where it left off.

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Set default terms, notes, and payment instructions

Fill in Default terms, Default notes, and Payment instructions, then click Save changes. Terms and notes are copied onto each invoice when it is created, where you can still edit them for that invoice alone. Invoices created through the API or by an agent get the same defaults when those fields are left out, and changing a default never changes an invoice that already exists.
Payment instructions are not copied onto invoices. They stay with the business, so the version saved here is the one in force for every invoice, including ones already sent.
Last modified on September 4, 2026