Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Invoice Settings
Currency, online payment, invoice numbering and the details printed on every invoice.
Set your currency, what clients may pay online, and how your invoice numbers and invoice footer look.
Overview
This guide covers the Payments and Invoices cards in Settings → Payment Settings.
Who Can Access
Team members need Edit Payment Settings.
Step-by-Step Guide
Open Payment Settings
Go to Settings → Payment Settings.
Set the currency
Under Payments, choose your Currency. New invoices use it. The Conversion multiplier converts prices when you pick another currency on an invoice; leave it blank or 1 for none.
Allow clients to pay turns online payment on or off everywhere. Allow clients to manage subscriptions lets clients cancel their own subscription. Test mode runs every gateway in sandbox.
Choose the numbering
Under Invoices, set the Invoice prefix, the Next invoice number and the Number padding (digits). Then pick One run for the whole agency, A fresh run for each client or No numbering — random IDs. Preview shows the next number.
Add your details
Company address & details, Tax / VAT ID and Invoice notes (footer) are printed on every invoice and PDF. Click Save changes.
Which Invoices Use the Numbering
Invoices you create or duplicate, the first invoice of a subscription and the rest of a partly paid invoice. A subscription keeps the same invoice number for every cycle. Past invoices keep the numbers they already have.