Invoice Settings

Teachworks supports several options for customizing your invoice and allows you to set defaults to help you save time when you generate invoices. These settings can be adjusted in your Account Settings form under the Invoice Settings section. Options include:

• Starting Invoice Number

• Method for incrementing invoice numbers

• Default Due Date relative to invoice date

• Reference Field option to make it visible to Clients

• Invoice Prefix

• Credit Note Prefix

• Invoice Title (will be displayed at the top of an invoice)

• Sales Tax Label

• Default sales tax rate.

• Default tax treatment

• Columns to include (Service column, discount column)

• Invoice lesson units (lessons or hours)

• Invoice Due reminders

• Payment received emails

• Invoice Lesson Description

• Default invoice instructions