Invoice Details is where you can set the tax rate, how much a late fee is, and add any default notes to all invoices for your students/prospects.
To set up Invoice Details:
- Hover over Settings and click on Invoice Details.
2. Determine which options apply when the payments are due:
- Default Terms: Select the term.
- Default Late Fee: Select the late fee.
- Use Tax: Check if you want to include tax in your invoices.
- Default Tax Percentage: Enter the tax rate.
- Default Notes: Type any notes you want to show on the invoices.
3. Click the Update Invoice Details button to save any changes you made.