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Set document and delivery defaults

Control due terms, estimate validity, PDFs, reminders, alerts, receipts, and public statements.

Open in Invoice Aura

What to do

  1. 1

    Set invoice defaults

    Choose due terms, PDF, reminders, BCC, alerts, receipts, partial payments, and public statements.

  2. 2

    Set estimate defaults

    Choose validity and reminder timing.

  3. 3

    Set bill defaults

    Choose default due terms.

  4. 4

    Save changes

    New documents and deliveries use these choices.

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