Invoice Preferences

The three switches on the Invoices tab, the default text every invoice starts with, and where numbering, reminders and templates actually live.

Invoice numbering is the one setting in Finance worth being careful with, because the sequence it produces is the sequence an auditor will ask about.

The Invoice Settings tab of Finance Settings. Switches cover allowing edits to sent invoices, hiding zero-value line items and attaching expense receipts to the PDF. An Invoice Order Number picker is set to Use Sales Order Number, and a Defaults section holds default terms and conditions and default notes. — Allow editing sent invoices is the switch behind most questions about why a sent invoice cannot be changed.

Settings that matter

Go to SettingsFinanceSalesInvoices. The tab splits into General, a Defaults section, and Field Customisation.

Preference	What it does	Worth changing when
Allow editing sent invoices	Lets a sent invoice be changed rather than voided and reissued.	Rarely. Leaving it off is what keeps a sent document trustworthy.
Hide zero-value line items	Drops nil lines from the PDF.	You itemise inclusive extras the customer should not see priced at zero.
Associate expense receipts in PDF	Attaches rebilled expense receipts to the invoice PDF.	You rebill costs and customers ask for the evidence.
Invoice Order Number	Where the order number printed on an invoice comes from, such as the sales order number.	Your customers reconcile against their own order references.
Default Terms & Conditions	Text printed at the foot of every new invoice.	You paste the same paragraph in by hand today.
Default Notes	Text carried onto every new invoice.	You always say the same thing.

What lives somewhere else

Expected setting	Where it actually is
Numbering series	Real, but not here. Invoice numbering is set with every other document series under the numbering settings.
Reminder schedule	Does not exist. Reminder templates do, but nothing sends them on a schedule, so chasing is a manual send from the invoice.
Templates	Real, but not here. The invoice PDF layout is chosen under Customization, Templates.
Allow portal payment	Real, but not here. What customers can do with a link is set under the portal settings.
Default payment terms	One payment term is marked the workspace default and offered everywhere. There is no invoice-specific default.
Tax inclusive by default	Not a setting. Tax treatment is chosen on the document.

Numbering, carefully

Invoice numbers must be unique and should be unbroken. SorviAI Finance enforces the first and helps with the second by refusing to set the next number below one already issued, and by voiding rather than deleting sent invoices.

Changing the prefix affects new invoices only. Nothing already issued is renumbered.
A number can be edited on a draft, which is how you slot into a migrated sequence.
Per-year prefixes such as INV-2026- are common and need updating each year unless you use the year token.
Credit notes have their own series. Sharing one with invoices makes the invoice sequence look broken.

Templates

The PDF template controls the logo, colours, line columns and footer. One is the default and others can be chosen per invoice, which is how a second brand, a second language or a customer-specific layout is handled.

Changing a template changes how existing invoices reprint, because the PDF is generated on demand.
The email template is separate and carries the covering message, with invoice number, amount and due date substituted in.
The reminder template is separate again, so a chase does not read like a first send.