Billing settings · Fenwick

Invoice defaults

Prefilled on every new invoice. Each invoice can override them.

Payment terms

Sets the due date from the issue date.

Currency

Customers with their own currency keep it.

Number format

Next invoice: INV-2026-0458

Footer memo

Printed under the totals.

Sent from ar@harborpine.com with the invoice PDF attached.

3 days before due

A courtesy note with the amount and due date.

3 days before due

On the due date

Includes a pay-now link.

On the due date

Every 7 days while overdue

Stops after 4 reminders or when a promise to pay is logged.

Every 7 days while overdue

Copy the account owner

Adds the customer’s account owner on overdue reminders.

Copy the account owner

What customers can use from the invoice page.

ACH debit

0.8% per payment, capped at $5.00. Settles in 2 business days.

ACH debit

Card

2.9% + $0.30 per payment. Settles next business day.

Card

Pass card fees to the customer

Adds the fee as a separate line at checkout where allowed.

Pass card fees to the customer

Approval required above

Invoices over this amount need a second approver before sending.

$USD

These actions affect the whole workspace and are logged.

Disconnect QuickBooks Online

Sync stops. Invoices and payments already synced stay in both places.

Void all drafts

Voids 14 unsent drafts. Their numbers are not reused.

Close workspace

Exports your ledger, then removes access for all 9 members after 30 days.