Invoice & Payment Settings

Everything about invoicing is on one tab: Settings, then Invoices. Tax, reminders, reusable line items and the Stripe connection all live there, under the heading Invoice Settings.

Tax

Three fields set what new invoices assume:

• Default Tax Rate — entered as a decimal, so 8% is 0.08. There is a whole article on this: setting your tax rate.
• Default Tax Type — Sales Tax, Service Tax, VAT, GST or Other. It changes the wording on the invoice, not the arithmetic.
• Tax Inclusive Pricing — off means tax is added on top; on means the price already contains it.

Your VAT Number sits here too, and it is checked as you type: enter one and the tab tells you whether it validates, and shows the registered company name when it does.

Automatic reminders

This is the part most venues do not realize is here. Automatic Reminders sets the default chasing schedule for invoices:

• Days Before Due Date — add as many as you like; type a number and press Enter
• Send reminder on due date — on or off
• Days After Due Date (Overdue) — the same, for chasing late payment
• Final Notice (days after due) — the last one

These are defaults for new invoices, and an individual invoice can be given its own schedule.

Line item templates

Rather than retyping "Venue Rental — Saturday" on every invoice, save it as a line item template with a description, a price and a category. When you build an invoice, the template picker drops it in.

This is the only automatic source of invoice line items. Packages and add-ons assigned to a wedding do not flow into invoices — see assigning packages.

Invoice numbering

Numbers are generated for you in sequence, and the tab explains the scheme rather than letting you change it. There is no prefix or starting-number setting, and a number cannot be edited once assigned.

Stripe

The Stripe connection is at the foot of this same tab, not under Account.

Connect, and couples can pay an invoice by card from the link you send them. The panel shows whether you are connected and whether Stripe's own onboarding is finished — Stripe needs your bank details and business verification before it will release money, and until that is done the connection exists but cannot take payments.

Disconnecting asks for confirmation. Existing payment links stop working; your records of past payments stay.

What it does not do

• No payment terms picker. There is no Net 15 / Net 30 setting for invoices; you set a due date per invoice. (Net 30 and Net 60 exist, but on vendor financial terms, which is a different thing.)
• No alternative processor. Stripe or manual recording of payments taken elsewhere.
• No per-invoice currency. Currency comes from your venue information and applies everywhere.

Frequently Asked Questions

Where do I connect Stripe? At the bottom of Settings → Invoices.

Can I change an invoice number? No. Numbers are assigned in sequence when the invoice is created.

Do reminders send themselves? Yes, on the schedule set here, unless an individual invoice overrides it.

What does Stripe cost? Stripe charges its own processing fees. CeremonySync adds none, and can pass the processing fee to the client per invoice if you choose.