Most of your invoice and payment settings can be configured by clicking Settings from the left-hand menu and then Invoicing. From this screen, you will be able to set your:
- Organization tax number (VAT/GST/HST etc.)
- Tax rate to be applied to all invoice charges
- Invoice notification preferences
- Invoice information (custom header, address displayed on invoice)
- Payment instructions (when specified, these will appear on all invoices)
Need more info on Settings?