Invoice settings
Set defaults that apply to every invoice you create. Numbering and dual pricing live under Settings → Invoices, emails and reminders under Settings → Customer emails, and branding under Settings → Branding.
Numbering
Bias numbers invoices in the form PREFIX-0000, for example INV-1006. Two settings under Invoice numbering control it:
- Prefix: the text in front of the number. Defaults to
INV. - Next number: the number given to the next invoice. The counter advances with each new invoice.
The Prefix field previews how your next invoice number will look. Numbers are assigned when an invoice is created, and each invoice keeps its number.
Email delivery
In Settings → Customer emails, a switch per email controls what Bias sends your customers on your behalf:
- Invoices: whether Send to customer starts checked when you finalize an invoice. You can still choose for each invoice.
- Receipts: a receipt when an invoice is paid.
- Credit notes: an email when you credit an open invoice.
Note
With Invoices off, Send invoice still emails the invoice, and you can share the payment link yourself.
See customer emails for every email Bias sends.
Payment reminders
Reminders are scheduled emails to customers about an unpaid invoice. In Settings → Customer emails, turn on Reminders, then click Add reminder. Each reminder has these settings:
| Setting | What it controls |
|---|---|
| Send on | How many days after the due date, or after the invoice is sent, the reminder goes out. With 0, it's sent on that day. |
| Preferred time | The local time of day it's sent. |
| Customize body | An optional Subject and Body. Leave them 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 timed from the same date must be at least a day apart.
Reminders stop once an invoice is paid, voided, marked uncollectible or deleted. A reminder due while a payment on the invoice is in progress is 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 address, and shipping address if set
- 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 logo, colors and fonts in Settings → Branding, and your business details in Settings → Details.
Connect QuickBooks
If you invoice in QuickBooks Online, you can sync those invoices into Bias to collect payment and post payments back. See the QuickBooks integration guide.