Invoice Settings

What shows on your invoices, your logo size, terms and notes, and the discounts your team can give. The preview on the right is your latest invoice.
Sign in to the office app first, then come back to this page.

1. What shows on your invoices

Working from home? Turn off your street address. Your city and state can still show.

Square logos look small in a wide spot. Bigger sizes apply to invoices, proposals, the pay page and your dashboard. The logo never grows wider than its space.

2. Terms and notes

3. Discounts

Owners and admins can always give a discount. Office staff need “Give discounts” in Users & Permissions. A discount shows on the invoice as its own line, like “Customer loyalty discount −$50.00”.

Discount typeDefault %On

See discounts given (by type and by person) →

4. Where payments are deposited

When someone records a payment on an invoice, this is the account it goes to in your books. They can pick a different one on each payment. Undeposited Funds holds the money until you make the bank deposit.

Stripe payouts usually land in Undeposited Funds first, then match your bank deposit. Only change this if your accountant asks.

Preview