Customizing invoice & estimate defaults

Set these once and every new invoice or estimate starts with them already filled in.

1. Open the account menu and click Settings.
2. Choose Invoice Defaults or Estimate Defaults — they work the same way, just for each document type separately.
3. Set a Prefix and Numbering pattern (e.g. starting at 000001) for how new documents get numbered.
4. Write your standard Terms and Conditions and Notes — these use the same rich-text editor as the invoice/estimate itself, so they'll look the same when they appear.
5. On Invoice Defaults, choose your Payment terms and Due date reminders under Getting paid — see Payment terms and reminders.
6. Leave Display Link checked to keep the BillGrid web link at the bottom of the PDF, or uncheck it to hide it.
7. Click Save changes.

Defaults only pre-fill new documents — editing them later never changes invoices or estimates you've already created.