Setting up how your invoice details appear can be done on this page. You can set what can be included on the invoice and your preferred payment details.

Go to Setup → Jobs → Invoice to get to the invoice settings page.

1. Invoice settings toggle - Toggle on each option if you want invoice notes and the product SKU to be included on the invoice, and toggle them off if you don't. The invoice prefix field allows you to customise the beginning part of the invoice number or reference. For example, if you set the invoice prefix as "INV-", this will generate invoice numbers like "INV-001", "INV-002", and so on, automatically appending sequential numbers after the prefix you've defined. These settings allow you to customise your invoices according to your preferences and the requirements of your business.

2. Payment details section - This field will allow you to enter your available payment channel where your customers can make payments. This can either be your bank details, a link to your payment gateway, etc.

3. Preview PDF and Save buttons - Click on the Preview PDF button should you want to check how the invoice appears as a PDF. The save button to apply the changes.