Invoice Settings control how invoices are generated, numbered, and when they go out.
Numbering
- Prefix - e.g.
INV-. - Next number - Servogo increments automatically. Edit if you’re migrating from another system and want continuity.
- Reset annually - start back at 1 each January.
Generation behaviour
- One invoice per visit - every completed visit creates its own draft.
- Rolling per client - visits are appended to an open draft for that client until you send it.
- Monthly batch - at the end of each month, all unbilled visits are rolled into one invoice per client.
Payment terms
Default due-date offset (e.g. “due in 14 days”), late fee policy, and accepted payment methods.
Tax
Set your tax rate (e.g. 20% VAT) and whether prices on service plans are tax-inclusive or tax-exclusive. Invoices apply the rule consistently.