Configure billing and payments settings

Your billing defaults live in Settings, under the Billing & Payments card. Everything here applies to invoices you create from now on — it never changes invoices you’ve already sent.

Your changes save automatically. Text fields save when you tap away; switches save the moment you flip them.

Invoice due window

Set how many days a customer has to pay before an invoice counts as overdue. You can pick anywhere from 1 to 90 days. This is also the due date QuoFlow sets when you send an invoice.

Default payment terms

Type the terms you want shown to customers on their invoices — for example, which payment methods you accept or any late fee. You have up to 280 characters. This text appears on the customer’s invoice page.

Automatic payment reminders

Turn on Payment reminders to have QuoFlow automatically remind customers after an invoice becomes overdue. Reminders go out 3, 7, and 14 days after the due date (up to 3 reminders).

When it’s on, you can add an optional message that gets included in the reminder — a friendly note in your own words.

Tipping

Turn on Tipping to set your preference for accepting tips on invoices. Note that customer-facing tipping goes live alongside online card payments, which aren’t available yet — so flipping this switch has no effect for customers today. When card payments ship, this setting controls whether a tip option appears on their invoice.

Sales tax

Set your default tax rate, from 0% to 100%. Check the rate with your accountant, since tax rules vary by area.

Use the Apply tax to all line items by default switch to decide whether new line items start out as taxable. Either way, you can still mark any individual line item non-taxable while editing an invoice.

Coming soon: bank payouts and card payments

The Connect bank account button (Stripe Connect) is visible but not active yet — it’s greyed out with a “coming soon” note. Online card payments and card refunds aren’t available yet either. When these are ready, you’ll be able to connect a bank account and get paid by card directly through QuoFlow.

Until then, record payments your customers make off-platform (cash, check, or other). See Track payments and manage invoices.