Invoices

The Invoices tab allows configuring the following settings:

• Default Payment Terms: these payment terms will be used by default on AR invoices if terms are not specified on the client. If terms are specified on the client, those will take priority. You can still override the terms on any individual invoice.
• Stop Recurring if Unpaid: if a recurring invoice is scheduled for creation but the previous invoice has not been paid, additional will not be made until the existing invoice has been paid.
• Auto-Bill Recurring Invoices: when a scheduled recurring invoice is created, the system will attempt to capture payment automatically. This requires your client to provide an auto-bill payment method in their client portal.