How to Access Invoice Settings
Clicking "Settings" from the left-hand navigation menu will bring you to the Admin Settings page. From here, you can configure a number of elements of your account.
The Information that Will Show On Invoices
These settings are necessary to be able to generate and publish invoices for your customers.
A few fields on this page are required, and those are marked with an asterisk (*). This information is used to populate invoices generated by you or your customers.
The "Tax Rate" field will vary depending on where your business is operating from and what kinds of goods or services you offer. Even if your goods or services are tax-exempt, we recommend entering your state's tax rate. You'll be able to toggle whether or not that tax is applied when you generate an Invoice, but for convenience's sake it's easier to have that in the system.
The "Base Markup Rate" field is used with the Products within your Inventory making it so that when you input a cost per unit for a given product your base markup percentage will automatically be applied for the retail price.
If you use the same address for shipping as billing, you don't need to fill out a separate shipping address, just check the "Use Same Address For Shipping" box.