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Set default invoice terms and tax

Set the payment terms, footer note, and tax rate Atto should add when you create a new invoice.

Open the settings

  1. Open Settings.

  2. Select Invoicing.

Set default Payment Terms

Under Default Terms, select Payment Terms, then choose:

  • Today

  • Tomorrow

  • Net 7

  • Net 14

  • Net 30

  • Net 60

Payment terms determine the default due date used for new invoices.

Add a default Footer Note

Select Footer Note and enter the information you want added to new invoices, such as payment instructions or a short thank-you message.

Set the default Tax Rate

  1. Select Tax Rate (%).

  2. Enter the percentage.

  3. Select Set.

Save your changes

Review the updated defaults, then select Save.

These defaults save time when creating invoices, but you can override them on individual invoices whenever needed.

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