Open Settings > Organization. This area requires Full Access and Manage Settings.
Invoice defaults provide starting values for invoice creation. They are separate from CaseWyze subscription billing and from the rates used on invoice items.
Fields explained
- Invoice Terms & Conditions: standard terms included in supported invoice output.
- Invoice Prefix: text placed before the invoice sequence, such as INV-.
- Next Invoice Number: the sequence value used for future invoice numbering. Coordinate changes with the billing team to avoid an unexpected numbering pattern.
- Default Due Days: the default payment window, expressed as a whole number of days.
- Default Invoice Notes: starting notes for new invoices.
- Default Invoice Footer: standard footer text.
Apply and verify
- Review the defaults with the people who prepare invoices.
- Save the organization settings.
- Inspect the next invoice's number, due date, terms, notes, and footer before sending it.
Changing a default is not the same as editing an existing invoice. Verify each invoice's saved values. Item rates and tax defaults are configured under Invoice & Expense Items and Tax Rates, with client-specific settings in the client account.
Automated invoice reminders are configured in a separate card on this page and have their own Save reminder policy action.