Invoicing settings

Configure tax defaults, invoice numbering, terms, automatic sending, payment due reminders, and how members can pay.

1. Go to Settings > Invoicing.
2. Update tax and invoice defaults.
3. Set Payment due reminders to email customers before an invoice due date when it is still unpaid. Choose Off to disable automatic reminders, or use Preview email to see a sample. See Managing Invoices.
4. Under How to pay, tick the methods you accept (cash, card, cheque, bank transfer) and add notes such as bank details or who to make cheques payable to. Stripe and GoCardless stay on Payment connections and appear as pay buttons, not in this list.
5. Click Save settings.

Members see How to pay on the invoice in the OpenCommute app and on the public invoice page. When Stripe or GoCardless is enabled, that heading is Other ways to pay. Contact details from Contact details stay at the bottom of the invoice.

Tax changes on draft invoices

Changing tax settings updates prices and draft invoices. Existing non-draft invoices are not changed.

See Managing Invoices.