Account Settings

When Creating Invoices

When the system generates an invoice automatically (e.g., when closing a visit), choose how invoices are created.

When Closing & Invoicing Visits

Controls how invoices are automatically generated when a visit is completed and closed.

Invoice Start #

The starting number for new invoices. If a number is already in use, the next available number is used.

Show Property Name in Invoice

Custom Fields

Visible to Customer

Control which columns customers see when viewing their invoices.

Default Invoice Date

Determines which date appears on invoices.

Set Default Service Date

Show Invoice Event Date

Choose which date appears on invoice line items.

Invoice Due Date Visibility

Control whether the invoice due date appears to customers. Due dates are determined by your Late Fee rules.

Invoice Status Stamps

Default Invoice Messages

Set default text that appears on every invoice you send.

Default Invoice Email Settings

Default Invoice SMS Settings

Preferred Invoice Send Method

Default send method for new customers when sending invoices in bulk.

Auto-Send Invoices

Automatically deliver invoices on a set schedule — daily, weekly, or monthly — based on your preferences.

Late Fees

Automatically adds fees to invoices that remain unpaid after a certain period. Late fees also determine invoice due dates — if no late fee is set, no due date will appear.

Pass Processing Fees to Customers

When enabled, customers will see a service fee as a separate line item at checkout. The fee is added on top of the invoice total.

Deduplicate Customers

Merge customers with the same name, keeping QuickBooks records when available.

Clean Up Customer Names

Removes QuickBooks ID clutter from names (e.g. "John Smith #1053406 John Smith" → "John Smith").

Recurring Invoice Settings

Manual Cron Trigger

Run the daily automation manually to generate recurring jobs/invoices and apply late fees now.