All of the options below can be found on your Invoice & Payments Settings page.
Payment Settings
Accept payments for new invoices
After linking a payment processor, the Accept Payments option is automatically selected for you.
This setting can be adjusted by going to your Settings > Invoice & Payments.
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.
Prevent clients from removing credit cards
By enabling this setting, we'll prevent clients from removing their credit cards from the Client Portal if only one active card is available.
We automatically prevent clients from removing their credit card if an active payment plan exists.
Currency & Taxes
Set the default currency and tax information to use when billing clients for your Services, Packages, Programs, and one-off invoices.
You can override these values for individual products in the product's Advanced Options.
The tax rate in an invoice can be adjusted to include different and/or multiple tax rates. Learn more.
Invoice Settings
Set up defaults for new invoices, including your company header and invoice footer.
Default Header. Set your company name, address and contact information that 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 > Forms & Signature page.