Set up invoice preferences
Learn how to set your default invoice settings in Caspen.
Overview
In this section, you can configure your default invoice settings, including the starting invoice number, payment terms, and online payment options.
How to enable online payment
Allow clients to pay their invoices online via Stripe.
Steps
Go to Settings → click Invoices.
Under the Payment section, click Connect Stripe (if not already connected).
This opens the Integrations page. Find Stripe, toggle it on, and follow the prompts to connect your existing account or create a new one.
Once your Stripe account is connected, return to Settings → Invoices and toggle Enable online payment ON.
Click Save.
When enabled, clients can pay invoices directly from email links or through the Client Portal using the Pay invoice button.
Configure the invoice numbers
Use this if you need to start from a specific invoice number. Next number shows the next invoice number the system will use. By default, Caspen starts at 1 (shown as INV-0001).
If you need Caspen to continue your existing invoice sequence, or start from a particular number, follow the steps below to configure the next invoice number.
How to configure invoice numbers
Go to Settings → Invoices.
Update Next number with the next invoice number you want to use.
Click Save (top-right corner).
After saving, the next invoice number will use your new value, and all future invoices will increase in sequence.
Example: If your previous system’s invoices ended at #1500, set Next number in Caspen to 1501, so your next invoice becomes INV-1501.
Default payment terms
Default payment terms determine how many days after the invoice issue date payment is due. Caspen will automatically calculate the due date on new invoices based on the number of days you set here.
Example: If you set 14 days, an invoice issued on August 1 will automatically show a due date of August 15.
You can still edit the due date manually on individual invoices if needed. This setting just controls the default value for new ones.
To update your default payment terms:
Go to Settings → Invoices.
Find the Default payment terms field.
Enter how many days after the invoice date payment is due (e.g., 7, 14, or 30).
Click Save (top-right corner).
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