For a general overview of System Settings, see System Settings Overview.

Invoice Configuration (General tab)

  • Billing Email Address – Override address for all billing emails. If blank, the Portal Email Address is used instead.

  • Default Terms – Determine the invoice Due Date (which in turn determines when the reminders and overdue notices are sent) and can be relative to one of the following:

    • Invoice Date: this is the date which the invoice is created (which can be manually changed after creation)
    • First Visit: the earliest visit on the invoice
    • Last Visit: the latest visit on the invoice
  • Deposits - The deposit is ALWAYS due on the Invoice Date; the balance will be due on the Due Date

  • Invoice Output

    • Summary – One line per visit (base price + addons/surcharges combined).

    • Detailed – Breaks each visit into separate lines for service, surcharges, and addons.

  • Default Tax Rate – Applied to every new invoice; once set you can override by Client, Base Service, or Territory.

  • Invoice Logo – Upload a logo for PDF and printable invoices.

  • Invoice Footer – Free‑text or HTML block appended to every invoice (useful for notes, links, images).

  • Quote Footer – Separate footer shown only on Quotes.

Reminders & Penalties (General tab)

  • Invoice Reminder – Sends an “Invoice # Reminder” email n days before the Due Date (0 = off).

  • Invoice Overdue / Invoice Overdue #2 – Sends first and second overdue notices n days after the Due Date (0 = off).

  • Automatic Late Fees – Adds a one‑time fee to each overdue, Sent invoice. Choose flat amount or percent.

  • Multiple Automatic Surcharges – If overlapping auto‑surcharges apply, pick whether to add only the highest or every match.

Online Payments tab

  • Automatic Credit Card Processing – When On, charges cards on file automatically on the Due Date (Integrated Processing only). See Charging Credit Cards for more information.

  • Require Credit Cards – Clients must save a card before requesting service (Integrated Processing only).

  • Credit Card Convenience Fees – Add tiered fees to transactions paid by card; not applied to check/ACH.

  • Online Payments Policy – Custom text shown on the payment form.

Off‑site Providers & Integrated Processing – See Processing Gateways & Setup for setup (ACH or credit cards).

Auto Invoicing tab

See Auto Invoicing for automating invoice generation and delivery.

QuickBooks Online tab

See QuickBooks Online (QBO) Integration for more details.