Invoice defaults

Three blocks of text pre-filled on every new invoice, under Payments → Settings → Invoice Defaults. The tab says so at the top: "Pre-filled on new invoices." Set once, edit per invoice when needed.

Notes

A short message to the client. Most people use a thank you. The field takes formatting.

Thank you for your business. It was a pleasure working with you.

Keep it warm and generic, since it goes on every invoice including ones for jobs that didn't go perfectly.

Terms

Your payment terms, in plain words. This is the block that quietly prevents arguments. It takes formatting, so a numbered list works well here.

Worth covering: when payment is due, what happens if it's late, whether the deposit is refundable, and anything specific to how you work.

Payment is due within 14 days of the invoice date. Deposits are non-refundable. Final images are delivered once the balance is settled.

That last line does more for getting you paid than any reminder email.

Default footer

The small print at the bottom. Business registration number, tax number, address, contact details, whatever your clients or your accountant expect.

All three save through the same Save bar the rest of payment settings uses.

Editing per invoice

All three are defaults, not locks. Change them on any individual invoice, and the default stays as it was for everything else. Changing a default never touches invoices that already exist.

Getting them right

Write terms you'd actually enforce. A policy you don't follow is worse than none, because it teaches clients your written terms are decoration.

Keep it short enough to be read. Nobody reads six paragraphs on an invoice. Three or four sentences that matter beat a wall of text.

Say what happens on late payment. Not as a threat, just so it isn't a surprise. Most clients pay late through disorganization rather than intent, and a clear line helps.