Invoice settings

Set defaults that apply to every invoice you create. Find these under Settings → Invoices.

Numbering

Bias numbers invoices automatically in the form PREFIX-0000 — for example, INV-1006. Two settings control it:

• Prefix — the text in front of the number. Defaults to INV. Change it to match your own scheme, like ACME.
• Next number — the number the next invoice will use. Each new invoice takes the next value and the counter advances.

The preview under the field shows exactly how your next invoice number will look. Numbers are assigned when an invoice is created, and each invoice keeps its number permanently.

Email delivery

The Send invoice emails setting controls whether Bias emails customers on your behalf:

• On — customers are notified automatically with a branded email when you finalize an invoice or issue a credit note.
• Off — nothing is sent automatically. You decide when to email by clicking Send on each invoice, or share the payment link yourself.

Payment reminders

Reminders email customers automatically about an unpaid invoice, so you don’t have to follow up by hand. Turn on Send payment reminders and add one or more rules.

Each rule decides when a reminder goes out:

Setting	What it controls
Anchor	Whether the reminder is timed from the invoice's due date or from when it was finalized.
Days after	How many days after the anchor to send. Use 0 to send on the anchor day itself.
Send time	The time of day the reminder is sent, in your account's timezone.
Subject and body	Optional custom wording. Leave blank to use the default reminder text.

You can schedule several reminders — for example, one on the due date and another a week later. Reminders for the same anchor must be at least a day apart.

Reminders stop on their own when they’re no longer needed: once an invoice is paid, voided, or deleted, its pending reminders are skipped.

Branding and the invoice PDF

Your invoices and the hosted payment page carry your branding — your business name, address, logo, and accent color. The invoice PDF includes:

• Your business details and the customer’s bill-to (and shipping, if set) address
• The invoice number, issue date, and due date
• Line items with quantity, unit price, and amounts
• Subtotal, taxes, any credit-note adjustments, and the amount due
• Your memo, footer, and any custom fields
• A Pay online link

You can also choose the display and body fonts used on invoices. Manage your business profile and branding in your account settings.

Connect QuickBooks

If you invoice in QuickBooks Online, you can sync those invoices into Bias to collect payment and post payments back automatically. See the QuickBooks integration guide.

1. Numbering
2. Email delivery
3. Payment reminders
4. Branding and the invoice PDF
5. Connect QuickBooks

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