This tab controls how invoices and quotes behave, including due terms, tax, currency, and default messages.

Navigate to:

My Business → Settings → Document Settings

⏳ DUE TERMS

Default Due Terms

Defines when an invoice is considered due and when the Reminder button appears in document history.

Options include:

• Immediate
• Custom day intervals (if configured)

💡 Tip shown in plugin:

Working days count Monday–Friday only.

Include Due Date on Invoices

Toggle: OFF / ON

When ON:

• Invoices include a Due Date section by default.
• Existing invoices that already have a saved due date will still display it.

🧾 TAX

Enable tax?

Toggle: OFF / ON

When ON:

• Documents include a tax column.
• Tax totals are calculated automatically.
• Individual line items can still be tax-exempt.

If OFF:

• No tax column appears.
• No tax totals are calculated.

Tax Registration ID is controlled in:
Business Settings → Tax Registration ID

💷 CURRENCY

Currency symbol

Select the currency used across:

• Documents
• Line items
• Totals
• Reports

Example:

• GBP (£) — British Pound
• USD ($) — US Dollar

This setting affects display only, not currency conversion.

📄 QUOTES

Default Note / Message

This text appears in the Notes section of new quotes.

Example:

Thank you for considering our quotation.

Default Payment Terms

Displayed on quotes by default.

Example:

This quotation is valid for 30 days unless stated otherwise.

🧾 INVOICES

Default Note / Message

Appears in the Notes section of new invoices.

Example:

Thank you for your business. Please find above an itemised breakdown of your invoice.

Default Payment Terms

Displayed on invoices by default.

Example:

Payment due within 14 days unless otherwise agreed.

Send a carbon copy to your own email by default?

Toggle: OFF / ON

When ON:

• The “Send a copy to my business email” checkbox is ticked by default in send-email screens and modals.
• You can still manually untick this when sending PDFs.

Buttons

Save Document Settings

Applies changes immediately to new documents.

View Example PDF

Generates a sample PDF using current document and branding settings.

⚠ Important Note

Changes to default notes or payment terms affect new documents only.
Existing documents will not be retroactively edited.