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


Select the Accounts tab, then select Invoices.




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


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.