Payments & Invoicing
Customize your invoices
Two settings shape how your invoices look and behave. Invoice Branding controls the PDF your clients receive - its accent color and a short footer line. Invoice Automation controls when invoices send and whether overdue ones get reminders on their own. Both live under Billing & Payments in Settings, and both are limited to owners and billing managers.
The short version
- Open Settings, then the Billing & Payments section.
- In Invoice Branding, pick an accent color and add a footer note.
- In Invoice Automation, choose when invoices send and turn on payment reminders.
On your phone
To brand your invoices:
- On the More tab, tap Settings, then scroll to Billing & Payments and tap Invoice Branding.
- Tap an Accent color swatch - it fills the header band and dividers on your invoice PDF.
- Add an optional Footer note - one short line, like a thank-you or a tagline. Your payment terms already print automatically, so you don't need to repeat them.
- Tap Save Changes.
To automate sending and reminders:
- From Settings, in Billing & Payments, tap Invoice Automation.
- Under Send Mode, pick Manual only, Days before first service, or Days after last service. If you pick one of the automatic modes, set how many days.
- Under Payment Reminders, turn on Send overdue reminders to email clients after an invoice is past due, then set the first reminder delay, how often it repeats, and the maximum number to send.
- Tap Save Changes.
On the web
To brand your invoices:
- In the left sidebar, open Settings, then choose Invoice Branding under Billing & Payments.
- Click an accent color, add an optional footer note, and check the live preview on the right.
- Click Save Changes.
To automate sending and reminders:
- From Settings, choose Invoice Automation under Billing & Payments.
- Set Send Mode and Offset Days (0 means the service date itself).
- Switch Reminders on to email overdue clients, then set the first reminder delay, the repeat interval, and the max number.
- Click Save Automation.
What your client gets
- The invoice PDF attached to their invoice email carries your accent color and footer note. If you've added a logo in your Business Profile, it shows in the header in place of your business name; your website appears automatically too.
- If you set an automatic send mode, their invoice arrives on schedule without you sending it by hand.
- If reminders are on, an overdue-payment email goes out after the due date, on the schedule you set.
Good to know
- Your logo and website come from your Business Profile, not this screen - set them there and they appear on every invoice automatically.
- Auto-send only works on invoices linked to a booking. A custom, line-item invoice with no linked session stays manual until a booking is linked.
- You can opt a single invoice out of auto-send from its own detail page, without changing your default.
- Late fees are separate. Reminders just email the client; charging a fee on overdue invoices is set under Late Payment Fees.
- Only owners and billing managers can change either of these. Other team members won't see the options.
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