Set default invoice text (header and footer)
Go to Settings - Template design & settings
Find the text fields for Headline and Note
Enter the text you want to appear on all new documents
Save your settings
This is useful for adding payment terms, thank-you notes, or any standard information you include on every document.
Set up payment details (bank account)
Go to Settings - Payment options
Select Bank transfer
Enter your Account holder name, Bank name, and Account number
Save
Your bank details will appear on all new invoices and documents automatically.
Note: You can enable or disable specific bank accounts from showing on invoices in the Client Default settings on the website - this applies only to invoices created on the website.
Pre-define email text
You can also set up default email subject lines and message bodies for documents, reminders, and thank-you messages:
Go to Settings - Client communication
Set up texts for different document types
Use tags like CLIENT_NAME and TOTAL to personalise messages automatically
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.