Accept Payments for Invoices
After linking a payment processor, the Accept Payments option is automatically selected for you. For each new invoice you create, your clients will receive a link (via email) allowing them to pay their invoices using their credit card of choice.
Currency & Taxes
Set the default currency and tax information which will be used when billing clients for your services/packages/programs and one-off invoices. You can override these values for individual products and invoices.
Set up defaults for new invoices, including your company header and invoice footer.
Default Header. Set your company name, address and contact information which appears in the header of each invoice.
Default Footer. Add additional details as they would appear in the footer of your paper-based invoices. If you are not using Practice Better to process payments, you can include instructions for your clients on how to complete payment for their invoices.
PDF Signature. This option allows you to add a signature to the bottom of newly created invoice PDFs. You'll first need to set up a signature on your Settings & Preferences > Form & Signature page.
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