Set your invoice and quote defaults
- Go to Settings, then Invoices & Quotes.
- Under Invoice Layout, pick one option. The choices are Standard View, Task Summary, Unified, Time & Items, and Summary. Hover an option to see a preview. This controls how line items are grouped on invoices and generated PDFs. An Admin can change it.
- Under Quote Terms, set Quotes expire after and a number of days. New quotes use that number as Valid Until, counted from the quote date. You can still change it on a single quote.
- Type the terms in the box under that. They are printed on every new quote. Click Save. An Admin can edit this. Other people can read it.
- Under Default Mileage Rate, an Admin can enter Rate per Mile ($) and Effective Date, then click Add Rate. That rate fills in when you add a mileage item.
What your client sees
Your client sees the layout you picked on the invoice and the PDF. Quote terms are printed on the quote, and your client agrees to them when they accept online. The mileage rate stays on your item. It is not a separate line your client is asked to approve.
Common questions
There is no default payment terms setting. A new invoice is due 7 days after the invoice date. Open the invoice and change **Due Date** if you need another date.
No. Track and Invoice gives each invoice the next number. Deleting a draft does not reuse that number.
The **Invoice Layout** card says it controls invoices and generated PDFs. You can still choose a layout on an individual quote when you create it.
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