This article applies to:

Create document settings

Settings can help you save time when creating individual documents.

Here you can configure settings specific to the invoice portal. These settings will then apply to all new invoices you create in the portal.

note

Please note that any changes made here will not be applied to saved templates however.

Under General you can set a default due date by entering a numeric value under Days until due
.

Under accounts, you can configure your bank accounts. Click Add account
to add a new account, then fill in the applicable information.

Once a change has been made, a bar will show up at the bottom of your screen prompting you to save your changes.