Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Payment Settings
Currency, online payment, invoice numbering, recurring billing and reminders.
Payment Settings decides your currency, whether clients can pay online, how invoices are numbered and what fees and reminders apply.
Overview
This guide covers each card on the page. All changes are saved together with Save changes.
Who Can Access
Team members need View Payment Settings to look and Edit Payment Settings to change. Only the owner can change gateways.
Payments
Invoices
- Invoice prefix (default INV-), next invoice number and number padding.
- Numbering: one run for the whole agency, a fresh run for each client, or random IDs.
- Company address & details are required and printed on every invoice.
- Tax / VAT ID and invoice notes are printed on every invoice and PDF.
Recurring Billing
Enable subscription and recurring billing for clients. When off, no new subscriptions can start; existing ones carry on. You can also choose how many days before a payment clients get a reminder.
Invoice Reminders
Choose reminders before the due date, on the due date and up to five days after. Use the usual schedule sets 3 days before, on the day, and 3, 7 and 14 days after.