Invoice Settings
Default configuration for invoices in Edge
Invoice settings control defaults applied to new invoices. Access via the Invoices tab in Operations > Edge > Settings.
Invoice Configuration
Invoice Prefix
string
optional
Prefix for invoice numbers (e.g., INV-). Combined with a sequential number to create the full invoice number.
Default Payment Terms
integer
optional
Number of days from invoice date to due date. Applied automatically but editable per invoice.
Default: 30
Default Tax Rate
decimal
optional
Tax percentage applied to taxable billable items. Set to 0 or leave empty for tax-free invoicing.
Company Details
string
optional
Your business name, address, and registration numbers shown on invoices.
Invoice Email Template
string
optional
Email template used when sending invoices. Includes the Pay Now button, invoice summary, and company branding.
Payment Methods
string
optional
Which payment gateways are available on the Pay Now page — Stripe, PayPal, or both.
Tip:
Invoice settings are shared between the legacy Invoices section and Edge. Changes here apply everywhere invoices are generated, including auto-invoices from trigger billing in client_confirm mode.
