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Invoice settings

Set Invoice Default Settings in Caspen

PreviousBillingNextTaxes

Last updated 1 year ago

Go to Settings -> Billing -> Invoice Settings ()

  • Establish the invoice's starting number and format - Define the invoice's initial number. Invoice numbers are consistently formatted to include a minimum of 4 digits, padded with zeros when the number is less than 1000.

  • Set Invoice tax option:

    • Tax Exclusive - When you select this option, the tax will be calculated separately from the invoice's listed price. For instance, if you're selling a service for $100 and there's a 10% tax, the tax amount of $10 will be added to the $100, and the final amount will be displayed as $110.

    • Tax Inclusive - Opting for this choice incorporates the tax as part of the final amount on the invoice. For instance, if a service priced at $100 is subject to a 10% tax, the $10 tax will be included in the displayed amount of $100, resulting in a final amount of $100.

    • No Tax - This option means no additional tax will be applied to the invoice. The listed service price, for example, $100, will be the final amount with an additional $0.00 tax.

  • Default payment terms - This setting allows you to specify the default payment terms for your invoices. You can define the standard period clients are expected to make payments after an invoice is issued.

https://app.caspen.com/invoice-settings