Configure default values that apply to all your invoices and quotes so you don't have to type them out every time. You can always override these on individual documents.
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Go to Settings > Documents
Click Documents under Settings in the sidebar, then click Invoice defaults in the section rail to jump straight to it.
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Set your document numbering
The Document numbering section at the top lets you set the next number for invoices and quotes. This is useful if you are migrating from another system and want to continue your existing numbering sequence. The next invoice will be formatted with leading zeros (e.g. 0042) and the next quote will have a Q prefix (e.g. Q0015). Clients with their own invoice or quote prefix run on their own sequence instead, set on the client.
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Set default invoice notes
In the Invoice defaults section, enter text in the Notes field to appear at the bottom of every invoice by default. For example: "Payment due within 30 days. Thank you for your business."
You can always override this on individual invoices. Use{{invoice}}anywhere in Notes or Banking Details to insert that invoice's number.
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Set bank details
In the same card, enter your banking details in the Banking Details field. This is shown on invoices so clients know where to pay by EFT. Include your bank name, account holder, account number, and branch code.
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Set default payment terms
Enter your default payment terms (e.g. "Net 30" or "Due on Receipt") in the Default Payment Terms field. This is displayed on invoices next to the due date. You can override it on individual invoices.
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Set default quote notes
Scroll down to the separate Quote defaults section and enter text in its own Notes field. This appears at the bottom of every quote by default and is independent of your invoice notes, so you can word them differently. Use{{quote}}to insert the quote number.
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Set document options
In the Document options section, two toggles apply to both invoices and quotes:- Show item resources on documents by default: when on, links and files attached to your items appear in a Resources section on quotes and invoices.
- Attach PDF to client emails: when on, the quote or invoice PDF is attached to the email sent to your client, including the invoices Rebill sends for you: recurring, scheduled, batch, and quotes converted on acceptance.
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Save your changes
A save bar appears at the bottom of the page once you change something. Click Save, or press Cmd+S (Ctrl+S on Windows).
Invoice numbering protection
To prevent duplicate invoice numbers, Rebill does not allow you to set the next number lower than its current value. You can only keep it the same or increase it.Tip
Your Terms & Conditions text also lives on this page, further down. See Setting up terms and conditions.