The Invoice settings section, allows you to edit your invoice defaults .
You can navigate to it by clicking then 'Invoice Settings'
Warnings
Updating some information, such as the company address and payment terms, can have consequences to invoices and bills already raised. It is best to speak with your accountant first in order to establish whether this change is appropriate.
Ensuring your contact details are correct within Clever Accounts is important so please also keep your accountant up to date on any changes you make in this section.
What can be updated?
Sales Payment Terms is the standard number of days, weeks or months that you require the invoice paying in
Bills Payment Terms is the standard number of days, weeks or months that you are required to make payment of bills
Invoice number prefix allows you to add a prefix to the Invoice Numbers
Credit Note number prefix allows you to add a prefix to the Credit Note Numbers
Invoice Start Number is the number you want to start the invoices from, generally only used if moving from another bookkeeping system
Credit Note Start Number is the number you want to start the Credit Notes from, generally only used if moving from another bookkeeping system
Terms and Conditions is a box that displays on the invoices, allowing you to enter any terms and conditions, or payment details, or messages on all invoices and credit notes.
Invoice Address is the the address taht you want to appear at the top of the invoice (normally the trading address). If this is different from the registered address, please change to 'Other' and enter in the boxes
Email Invoice from is the email address that you want to use to send the invoices and credit notes from
Invoice Header allows you to display text at the top of the invoice, if you do not have a logo or want to show it on the invoice
Invoice Logo allows you to add your own logo to the portal, though the max width is restricted to 570 pixels and the height 160 pixels. To upload click or
to remove
Logo Alignment allows you to move the logo to the desired position on the invoice, centre, left or right
Invoice Layout allows you to pick a default template, either Standard (basic with all the included details) Flat (basic with structured item boxes) and Professional (Detailed with headers and footers and detailed item boxes)
Invoice Colour allows you to change the colours of specific sections of the invoice
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