Configure invoice defaults

These settings are optional for day one. Configure them when you care about tax rates, payment instructions, numbering, or a branded PDF look. New invoices inherit these defaults; you can still change them per document.

Online card payments are separate — see Connect Stripe and get paid.

1. Currency (onboarding only)

Currency is chosen during first-run setup (Step 3 of 5). See Get started with Trueinvoice.

Choose carefully: your currency cannot be changed after setup.

2. Tax and discounts

1. Open Settings → Invoice Configuration → Tax & Discount.
2. Under Tax Configuration, turn Prices include tax on or off (off means tax is added on top of item prices).
3. Under Tax Presets, tap + to add named rates (for example a sales tax percentage) you can reuse on line items.
4. Optionally enable Discount Configuration if you routinely offer invoice-level discounts.
5. Tap Save.

3. Payment information

1. Open Settings → Invoice Configuration → Payment Information.
2. Enter bank details, UPI ID, or other payment instructions (up to 300 characters).
3. Tap Save.

New invoices can use this as the default when payment notes are on and Use Custom is off. Override per invoice when creating or editing — see Create an invoice.

4. Notes

1. Open Settings → Invoice Configuration → Notes.
2. Write any default notes (thank-you line, project reference, late-fee reminder, and so on) — up to 400 characters.
3. Tap Save.

Invoices without Use Custom notes show Using default from settings.

5. Invoice numbering

1. Open Settings → Invoice Configuration → Invoice Number.
2. Choose how new numbers are created:
   • Simple Sequence — straight order (for example INV-0001)
   • Date-Based (recommended) — includes year and month; sequence resets each month (for example INV-2026-05-001)
   • Manual Entry — you type a unique number on every invoice
3. Optionally edit the Prefix (for example INV-) and check the Next invoice number Preview.
4. Tap Save.

You can still override the number on each invoice when creating it.

6. Default due days

1. Open Settings → Invoice Configuration → Default Due Days.
2. Enter the payment due period for new invoices (for example 14 days).
3. Tap Save.

7. Template and colour

1. Open Settings → Invoice Configuration → Template.
2. On the Design tab, tap a PDF layout (Classic, Formal, Sharp, Professional, and others). A checkmark confirms the selection.
3. Optionally open the Color tab to set an accent colour that matches your brand.
4. Tap Save.

Related

• Get started with Trueinvoice — first-run setup, including currency
• Update your business — name, logo, and signature
• Create an invoice — per-invoice payment info and notes
• Set up automatic reminders — overdue payment emails
• Connect Stripe and get paid
• Read reports and analytics