Understanding Invoice Settings in Loom Transcript
Accessing Settings Component
Click on the payments option in the left-hand menu.
Open the invoices main window.
Toggle to the settings component on the top right.
Adding Logo and Business Information
Add a logo to be automatically included in all invoices.
Update business name, phone number, billing details, website, etc.
Save and ensure logo dimensions are correct to avoid distortion.
Email Configuration
Set sending name and email specifically for invoicing.
Customize invoice title and terms.
Customizing Invoice Details
Add notes, links, and custom values.
Personalize the invoice title.
Save changes.
Payment Settings
Set default due date for invoices (e.g., 14 days).
Choose whether to allow partial payments.
Reminder Settings
Set up custom reminders for unpaid invoices.
Add reminders as needed.
Notifications
Customer Notifications: Emails sent to customers.
Team Notifications: Emails sent to you or your team.
Preview and customize email templates.
Ensure custom values are not removed.
Save changes.
Additional Components
Customize invoice payment notifications.
Edit subject lines for payment-related emails.
Save changes.
Team Notifications
Customize notifications for you and your team.
Preview and customize email templates.
Save changes.
Finalizing Settings
Save all settings after customization.
Ensure to save after editing each component.
Next Steps
In the next video, learn how to create invoices using the updated settings.
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