How to Configure Invoice Settings in Bit CRM

This guide shows you how to set your invoice prefix and configure the payment terms available when creating invoices.

Navigate to Invoice Settings

Go to Settings → Invoice Settings. You’ll see two tabs: Prefix Settings and Configure Payment Terms.

1. Set your invoice prefix

On the Prefix Settings tab, enter the prefix that appears before every invoice number. Example: entering INV produces invoices like INV-0001.

• Maximum 10 characters.

Click Save Changes.

2. Configure payment terms

Switch to the Configure Payment Terms tab to manage the terms available when creating an invoice — e.g., Net 15, Net 30.

“Net 15” means payment is due within 15 days of the invoice date. “Net 30” means 30 days. Once you select a term on an invoice, Bit CRM uses that number to auto-fill the Due Date for you.

Click + New Term, then fill in:

Number of Days — how many days until payment is due

Term Name — e.g., “Net 15”

Click Create.

Once a term exists, selecting it on an invoice automatically calculates and fills in the Due Date for you.

You can also reach this page directly from the invoice creation screen — selecting Configure from the Terms dropdown takes you straight here.