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Invoice Settings
Configure your default invoice setup—business details, email settings, payment rules, reminders, custom fields, and notifications—all in one place inside BizStackPro.
Setting Up Invoices Once So You Don’t Repeat Work
When creating invoices repeatedly, it can become time-consuming to re-enter the same details like terms, branding, and payment settings each time.
Invoice Settings allow you to define default values so every new invoice starts with the same structure, messaging, and rules already in place.
Without a consistent setup, invoices can vary from one to another, leading to confusion, missed details, or extra manual adjustments.
This guide will walk you through how to configure invoice settings so your billing process stays consistent and requires less effort over time.
To begin, review what you can control in invoice settings and how those defaults apply to every new invoice.
What You Control in Invoice Settings
Invoice Settings let you set your defaults once—so every new invoice starts with consistent branding, terms, payment rules, reminder behavior, and notification templates.
Follow along: Go to Payments → Invoices & Estimates → All Invoices → Settings.
Business Information
Add your business identity details so invoices look professional and consistent.
- Logo
- Business name
- Address
- Website
- Custom values for branding consistency
Email Configurations
Control the sender identity used for invoice notifications.
- From Name
- Email Address
Pro tip: Use a sender name your customers recognize (business name or support team name) to improve open rates.
Invoice Title and Terms
Set a default invoice title and the terms/notes shown to customers. You can use basic formatting such as line breaks and links.
Example: Add a due date policy + late fee note + link to your payment terms page so customers know what to expect.
Payment Settings
Define how due dates and payment behavior work by default for new invoices.
- Set due dates as X days after invoice creation
- Enable/disable Auto Partial Payment options (if available in your setup)
Product Settings
Automatically pull product descriptions into invoices from your product details—then edit them per invoice if needed.
Best practice: Keep product descriptions clear and customer-friendly to reduce payment questions and disputes.
Reminder Settings
Use reminders to automate follow-ups on unpaid invoices—without manually chasing customers.
- Create multiple reminders with customizable frequency and templates
- Set the maximum number of reminders to send
- Send reminders during business hours based on your time zone or the customer’s
Important: Reminder settings apply to invoices sent after enabling the feature (not older invoices).
Custom Fields
Add custom fields to personalize invoices with details specific to your business or customer.
- Show internal reference info (PO numbers, project IDs, etc.)
- Capture customer-specific details that appear on every invoice
Customer & Team Notifications
Control which notifications go out—and which templates are used—so everyone stays informed.
Customer Notifications
- Invoice received
- Payment successful
- Payment failed
- Auto payment info
- Auto payment failed
Team Notifications
Notifications sent to the business user who issued the invoice.
- Invoice payment successful
- Invoice payment failed
- Auto payment failed
- Auto payment skipped
- Invoice could not be sent
Note: If you use default templates, test them manually so you know exactly what the customer/team will receive.
Pro Tips
- Template testing: Send a test invoice to preview templates before using them in production.
- Personalization: Use invoice custom values in the design editor where supported.
- Reminder timing: Choose whether reminders respect your time zone or the customer’s time zone.
Want faster payments with fewer follow-ups?
BizStackPro helps you standardize invoices, automate reminders, and keep customers (and your team) in the loop—without manual chasing.
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Frequently Asked Questions
How do I customize the title and terms for my invoices?
Go to Payments → Invoices & Estimates → All Invoices → Settings, then edit the invoice title and terms/notes (formatting like line breaks and links is supported).
Can I schedule multiple payment reminders for my invoices?
Yes. In Reminder Settings, customize the frequency, templates, and number of reminders.
Can I add custom fields to my invoices?
Yes. Add custom fields in Invoice Settings → Custom Fields to personalize invoices.
Can I adjust reminders for specific invoices?
No. Reminder settings apply universally to invoices sent after enabling the feature.
Do business hours and time zone settings apply to older invoices?
No. These reminder settings apply only to invoices sent after enabling the feature.
Make Invoices Consistent Across Your Business
Set your defaults once—then every new invoice benefits from the same branding, terms, reminders, and notification rules.
Better collections. Less manual follow-up.
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