INVOICE SETTINGS

In order to be able to change invoice settings, you need to have the Billing module activated in your license. Billing is an Add-on Module which can be requested by contacting your sales representative.

1. While in the Billing>Invoice tab, identify the invoice you'd like to change the settings for. Hover over the Select button and choose Settings. You can modify certain aspects of the invoice such as the default payment type and address information.
   
2. The next page will allow you to set the default payment type (if they payment will always be made by check for this invoice, then you can set 'check' as the payment type so you don't have to choose it every time you process a payment for the invoice). You will also be able to change the Bill To, Ship To, and Remit Payment To addresses in case they must be changed from the original addresses on the invoice.