The Quotes and Invoices tab is where you set your document defaults before you create anything. If you want cleaner numbering, smarter due dates and less repetitive typing, this is the tab that saves the most time each week.
You can decide how quote and invoice numbers are generated and what default notes and terms should appear. This helps you keep wording consistent across every job and keeps your workflow fast when you are sending multiple documents in a day.
What You Do On This Tab
Set system-wide defaults for quote and invoice behavior, naming and text blocks. These settings apply when you create new records, so you do less manual editing later.
Options Available
- Auto increment quote and invoice numbers
- Enable line-level discounts
- Enable invoice discount
- Enable shipping or extra fees
Quote Settings
- Quote label: Quotes Proposal or Estimate
- Quote prefix
- Quote start from number
- Quote default notes
- Quote default terms
Invoice Settings
- Invoice prefix
- Invoice start from number
- Default due in days with 0 for due today
- Invoice default notes
- Invoice default terms
