Working from home? Turn off your street address. Your city and state can still show.
Owners and admins can always give a discount. Office staff need āGive discountsā in Users & Permissions. A discount shows on the invoice as its own line, like āCustomer loyalty discount ā$50.00ā.
| Discount type | Default % | On |
|---|
On an overdue invoice, Send reminder picks the wording by how late it is. You can still change it before it goes out. Reminders only go out when you press Send reminder. Use {customer}, {company}, {number}, {amount}, {due_date} and {days}.
When someone records a payment on an invoice, this is the account it goes to in your books. They can pick a different one on each payment. Undeposited Funds holds the money until you make the bank deposit.
Stripe payouts usually land in Undeposited Funds first, then match your bank deposit. Only change this if your accountant asks.
Owners and office staff can always create invoices. Finishing a job still makes that jobās invoice, whoever finishes it.
To allow or block one person, open them in Team & Permissions and set "Create invoices". This is also on Settings ā Features.