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Settings Tutorials

Settings: Manage Invoicing Details

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Set up and Edit Invoice Features

To set up and edit invoice features, go to Settings and then click Invoicing.


On this screen, you can do the following:

  • Enter your state’s tax percentage.
  • Add a fuel surcharge to every delivery.
  • Offer a discount for invoice payments that are made within a certain time frame.
  • Enter your starting invoice number and starting credit number. Please note that this is a one-time adjustment. You cannot edit these numbers at a future date.
  • Add a message that you would like to appear at the bottom of every invoice.

When you have finished making changes to your invoice features, click Save.