The short version
Open Invoice settings, choose Invoice defaults, fill in what you always use and select Save. New invoices start with it.
What defaults are
The Invoice defaults section holds what a new invoice starts with. You can change all of it on each invoice. A customer can also have their own currency and payment terms, which win over these when you pick that customer.
Your logo
Under Logo on invoices you see a small preview. Your invoice shows your own logo when you have uploaded one, and your initial otherwise. Timelydo is named only in a small Powered by line at the foot.
You do not upload the logo here. Select Upload your logo in Branding settings (or Change your logo in Branding settings) to go there. The logo is shared with the rest of your Timelydo branding.
Currency, terms and hourly rate
| Field | Notes |
|---|---|
| Invoice currency | The currency new invoices use. Timelydo suggests the one for your country. |
| Payment terms | Due on receipt, or Net 7, 14, 30, 45, 60 or 90 days. |
| Default hourly rate | New hourly lines start at this price. Optional. |
Notes, instructions and footer
| Field | Limit | What it does |
|---|---|---|
| Notes | 1,000 characters | Printed on every new invoice, for example a thank you. |
| Payment instructions | 1,000 characters | Bank details for customers who pay by transfer. They are shown on the invoice and on the customer page. |
| Footer | 500 characters | A closing line at the foot of the invoice. |
Tax note and saved tax notes
The Tax note (up to 300 characters) is a line some invoices need by law, such as a small business exemption or reverse charge. It is used on invoices that charge no tax. Ask your tax adviser what it should say.
Saved tax notes are your own wordings, up to 10, that you pick in one click on an invoice without tax. Timelydo never decides which wording applies. See Tax Rates and Tax and Electronic Invoices.
Email templates
Under Email templates you can keep up to 10 subjects and messages you send often. Each has a name (up to 60 characters), a subject (200) and a message (1,000). Pick one in the send dialog of an invoice or an estimate.
FAQ
Where do I upload my logo?
Does my invoice show the Timelydo logo?
Which payment terms can I choose?
Can I change a default on one invoice?
Was this article helpful?
Let us know so we can keep improving our documentation.