Outgoing invoice defaults

Where to find it

Settings → Organisation → Outgoing invoices

✅ Common tasks

Edit payment details

1. Click the Payment Information field.

2. Enter your payment text.

3. Type {bank} where bank details should appear.

4. Type {ref} where the payment reference should appear.

5. Click away to save the change.

If you use {bank}, make sure an IBAN exists on your organisation or invoicing bank account.

Set payment terms

1. Click the default payment terms field.

2. Enter a whole number of days.

3. Leave the field empty to clear the default.

4. Click away to save the change.

Cashfeed only accepts whole numbers of 0 or more.

Set invoice reminders

1. Under Automatically send payment reminders after, select 7, 14, or 30 days past due.

2. Edit the reminder email text for each enabled day.

3. Click away to save each change.

4. Turn off a day to remove that reminder.

Saving replaces the full reminder list with the days you currently have enabled.

🔗 See also

• Outgoing invoices

• Creating and editing an outgoing invoice

• Sending an outgoing invoice

• Outgoing invoice statuses, payments and the sending log

• Your organisation's SEPA bank accounts