Invoice Settings can be accessed by clicking on the Settings Cog in the top right hand corner of your Formitize Web Portal.

Click on the Accounts tab, and select Invoices.

From this page you will be able to create your Invoice Payment Terms & Conditions, Invoice Defaults and PDF Options, Payment Terms, and even set up automated Outstanding Invoice Reminders, so you can leave the chasing of your Invoices up to us.

This can also be updated through the App > Settings button.

The next step to set up your account is customising your Quote Settings, learn more here.