How to change invoice defaults

Invoice defaults save time when you create new invoices. They pre-fill common values such as series and payment terms while still letting you adjust each document before issuing. See how to update company legal details and how to manage branding and contact details for related settings.

Open invoice defaults

1. Select Settings in the left navigation.
2. Open the Invoice defaults section in organization settings.
3. Review the current default series, payment terms, and related invoice options.

Update defaults

1. Change the default series if your numbering structure changed.
2. Adjust payment terms in days to match how you usually bill customers.
3. Update any other default fields shown on this tab.
4. Select Save to apply the new defaults.

What defaults affect

1. New invoices pick up these values when you create them.
2. Existing issued invoices are not changed retroactively.
3. Combine defaults with client records for faster, more consistent billing.