Money Matters - Invoice Options
Learn where and how to update the invoice options that affect all invoices.
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

The Invoice Options page is where you can update your Global Invoice Settings and select the payment merchant you’d like to use to allow online payments.
Please note, you may only have one currency selected and one single merchant account connected at any given time. If you would like to bill in multiple currencies, you can do so by adding a linked brand.
The default currency is set to US Dollars (USD). You may change it to an international currency by going to Account Settings > Invoice Options page. Then, use the “Edit Invoice Options” button to make the necessary changes. If you’re adjusting these options after you’ve already sent an invoice, please be aware that the changes will affect all previously created invoices.

Once there, you will see the option to change your currency and add a custom Invoice Footer. 

The Invoice Footer is a great place to include payment instructions or template messages. 

If you'd like to set up Invoice and other document reminders, simply navigate to Account Settings > Email Settings and open the Reminders tab. You can read more about these reminders here

Once you've set your Global Invoice Settings, scroll down to select your preferred payment merchant to accept online payments. Learn more about each merchant here

Now that you’ve updated your Invoice Options page, get your Tax rates created within the Tax Settings page. 


Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST. 

Keywords: Invoice Settings, Invoice Options, Currency Settings, Footer Settings, Adding Payment Instructions, Remit Payment

Did this answer your question?