NB Invoice setting video at the bottom of the page

You can use the Settings page under My Account to customise your business information, invoices and quotes, credit cards and emails and reminders.

  1. Log in to Rounded and from the top menu, click the thumbnail on the top right and select Settings

  1. Under Invoice and Quote settings, complete the following fields:
Field Description
Default payment terms (days) Type in the payment terms (days) applicable to your invoice. This will be displayed on your invoice as the default days for your client to pay you for your invoice.
Numbering system Select a numbering system for your invoices/quotes. You can choose from a simple incremental numbering or a client name prefixed to the numbering. For ex. CL001, CL002 etc. All your invoices for this client will be numbered automatically using this value incrementally.
Payment details Type in the bank details where you want to be paid. Make sure you have the correct bank details (BSB, Account number & name)
Footer note Type in a customised footer for your invoices/quotes.
Invoice message subject Type in a customised default invoice message subject. This will display on your invoice messages. You can also edit it dynamically before sending it out.
Quote message subject Type in a customised default quote message subject. This will display on your invoice messages. You can also edit it dynamically before sending it out.
Invoice message Type in a default body text for your invoice message. You can also edit it dynamically before sending it out.
Quote message Type in a default body text for your quote message. You can also edit it dynamically before sending it out.

Click Save Changes to make your changes to the account.