ProFields marked Pro only appear when Easy Invoice Pro is installed and activated with a valid license. Get the license →

Settings reference — every field

This page documents every field on the Easy Invoice settings page. The settings live under WordPress Admin → Easy Invoice → Settings. Use this page as a lookup when you're not sure what a field does.

New to Easy Invoice? Start with Quick start for the full setup walkthrough. Come back here only when you need to know exactly what one specific field controls.

The left sidebar inside Easy Invoice → Settings has these sections (in this order):

1. Company Information
2. Invoice Settings
3. Quote Settings
4. Currency Settings
5. Tax Settings
6. Payment Methods — see the dedicated Payment gateways page for credentials per gateway
7. Email Settings — see also the dedicated Email & notifications page
8. Text Settings
9. Advanced Settings

When you finish a section, click Save Changes at the top right of the settings page.

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1. Company Information

These details appear on every invoice and quote PDF, in email signatures, and on the public invoice page.

Field	Type	What it does
Company Name	Text	Your business name. Appears as the seller on every invoice and quote.
Email	Email	Your business contact email — printed on invoices and used as a reply target.
Phone Number	Phone	Optional. Printed on invoices/quotes.
Website	URL	Optional. Printed on invoices/quotes.
Address	Textarea	Multi-line business address printed on documents.
Tax ID / VAT Number	Text	Your business tax / VAT / GST registration number printed on invoices.
Company Logo	Image upload	Logo shown at the top of every invoice/quote and (optionally) in client emails.

Tip for new users: Even if you skip everything else, fill in Company Name, Email, Address, and upload a Logo — these four make your documents look professional immediately.

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2. Invoice Settings

Controls invoice numbering, terms, footer text, and several Pro toggles.

Numbering

Field	Default	What it does
Invoice Prefix	EIIN_	The prefix added to every invoice number (e.g. EIIN_0001). Change to anything you like: INV-, 2026-, ACME-, etc.
Next Invoice Number	1	The next number that will be assigned when you create an invoice. Increment manually if you're switching from another system mid-year.
Regenerate All Invoice Numbers	button	Re-numbers every existing invoice sequentially starting from "Next Invoice Number". ⚠️ Use with care — invoice numbers are legal records in many countries.

Layout / behaviour

Field	Default	What it does
Show / Hide Adjust Field	Enabled	When checked, each line item shows an Adjust (%) field that lets you mark a single item up or down by a percentage without changing its base price.
Terms & Conditions	"Payment is due within 30 days from date of invoice"	Rich-text editor. Printed at the bottom of every invoice PDF. Supports a, br, em, strong, hr, p, h1–h4 tags.
Footer Text	empty	Rich-text editor. Printed at the very bottom of the invoice (under terms).

Pro-only invoice settings

The following appear in the Invoice section only when Easy Invoice Pro is active:

Field	Source	What it does
Enable Recurring Invoices PRO	Pro	Master switch for the recurring engine. See Recurring & subscriptions.
Enable Deposit Invoices PRO	Pro	Lets you split any invoice into a deposit + balance portion.
Deposit Invoice Numbering PRO	Pro	suffix (e.g. INV-001-1), prefix (D-INV-001), or separate (its own counter).
Enable Partial Payments PRO	Pro	Allow clients to pay in installments. Reveals the fields below.
Minimum Payment Amount PRO	Pro	Smallest amount a client can pay per installment.
Payment Amount Options PRO	Pro	Customer chooses amount / Fixed amount options / Percentage options.
Fixed Amount Options PRO	Pro	Comma-separated list (e.g. 100,250,500) shown as preset buttons. Visible only when "Fixed amount options" is chosen.
Percentage Options PRO	Pro	Comma-separated list (e.g. 25,50,75) shown as percentage presets.
Auto-extend Due Date PRO	Pro	If a client pays the minimum on time, push the remaining balance's due date forward automatically.
Due Date Extension (Days) PRO	Pro	Number of days to add when auto-extending. Default 30.
Payment Notifications PRO	Pro	Email both client and admin every time a partial payment is recorded.
Watermark Type PRO	Pro	Text / Image / Status (auto-uses the invoice status text).
Watermark Text PRO	Pro	Visible when type = Text. E.g. CONFIDENTIAL, COPY, DUPLICATE.
Watermark Color PRO	Pro	Color picker. Default #FF0000.
Watermark Image PRO	Pro	Visible when type = Image. Upload a transparent PNG.
Watermark Size PRO	Pro	Pixel size for image watermark (10–500).
Watermark Opacity PRO	Pro	1–100%. Default 20%.

Pro upgrade? All of the rows above only render after the Pro plugin is activated. See the Pro feature catalog or upgrade to Easy Invoice Pro.

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3. Quote Settings

Mirrors the invoice section but for quotes / estimates.

Numbering

Field	Default	What it does
Quote Prefix	EIQN_	Prefix for quote numbers. Change to QT-, EST-, etc.
Next Quote Number	1	Next number assigned when you create a quote.
Regenerate All Quote Numbers	button	Re-numbers every existing quote sequentially starting from "Next Quote Number".

Content

Field	Default	What it does
Show / Hide Adjust Field	Enabled	When checked, quote line items show an Adjust (%) field.
Terms & Conditions	"This quote has a fixed price. Upon acceptance, we kindly ask for a 25% deposit prior to initiating the work."	Rich-text editor — printed on quote PDFs.
Footer Text	"Thanks for choosing Easy Invoice"	Rich-text editor printed below terms.

Accept / decline flow

These control what happens when a client clicks Accept or Decline on a public quote page.

Field	Default	What it does
Accept quote button	Enabled	Show or hide the Accept button on the public quote page.
Accept quote button action	Convert quote to invoice – Draft	What happens when the client clicks Accept. Options: • Convert quote to invoice – Draft (silent) • Convert quote to invoice – Available (publish, no email) • Convert quote to invoice and send to client – Available (publish + auto-email) • Create new invoice, keep quote as-is – Draft • Create new invoice and send to client, keep quote as-is • Do nothing
Accept Quote Text	"Important: When you accept this Quote, an Invoice will be created automatically..."	Rich-text editor. Shown above the Accept button as a confirmation message.
Accepted Quote Message	"You've confirmed the Quote..."	Message shown to the client immediately after they click Accept.
Decline Reason Required	Off	When on, the client cannot decline without entering a reason.
Declined Quote Message	empty	Message shown after a successful decline.

Quote watermarks (Pro)

Same set of seven fields as Invoice watermarks above, prefixed for quotes: type, text, color, image, size, opacity. PRO

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4. Currency Settings

Field	Default	What it does
Currency & Symbol	USD	The currency code from the ISO 4217 list — Easy Invoice ships 150+ options. Symbol updates automatically.
Symbol Position	Left	Where to print the symbol relative to the amount: Left, Right, Left with space, Right with space.
Currency Symbol Type	Currency Symbol	Print the symbol ($, €) or the code (USD, EUR).
Thousands Separator	,	Character between thousands. Use . for many European locales.
Decimal Separator	.	Character between integer and decimal portions.
Decimal Places	2	0–4 digits after the decimal point.

Note: Per-invoice currency override is also available on the Payments tab inside the invoice builder.

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5. Tax Settings

Field	Default	What it does
Enable Tax	Off	Master switch. When off, no tax fields show on invoices/quotes.
How do you enter tax?	exclusive	• Inclusive — the price you type includes tax (Easy Invoice extracts the tax portion). • Exclusive — tax is added on top of the price you type.
Default Tax Rate (%)	0	Used as the starting tax rate on every new invoice. Per-invoice override available.
Tax Name	Tax	Label printed on the invoice — change to VAT, GST, IVA, Sales Tax, etc.

Pro additional tax (second tax line) PRO

Some jurisdictions require two taxes (e.g. Canadian GST + PST). Pro adds:

Field PRO	Default	What it does
Enable Additional Tax	Off	Adds a second tax row on invoices and quotes.
Additional Tax Rate (%)	0	The rate for the second tax.
Additional Tax Name	Additional Tax	Label for the second tax row.
Additional Tax Calculation	on_subtotal	• On subtotal — second tax calculated on the pre-tax amount. • On total (cascading) — second tax calculated on (subtotal + first tax).

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6. Payment Methods

The Payment tab is a list of every gateway your store can use. Click a gateway row to expand its credentials.

Free

• Manual (record offline payments like cash, cheque, bank transfer)
• PayPal Standard

Pro PRO

• Stripe — cards + Apple/Google Pay
• Square
• Authorize.Net
• Mollie (European methods: iDEAL, Bancontact, SEPA, etc.)
• Bank Transfer (display bank details only)
• Cheque (cheque mailing instructions)
• Cash
• Moneris (Canada)

Above every credential row, the Payment Methods section gives you these admin controls:

• Enable / disable (per gateway, the checkbox at the top of each row)
• Reorder gateways (drag-and-drop) — controls the order on the public invoice
• Display name (text field) — the label clients see (e.g. you can rename "Stripe" to "Credit card")

For credential fields and step-by-step setup per gateway, see Payment gateways.

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7. Email Settings

The Email section has 4 sub-pages (Pro adds a 5th):

1. General — Sender, reply-to, BCC, logo, footer text, Send Test Email button
2. Invoice Available — Email sent when you mark an invoice as Available
3. Quote Available — Email sent when you publish a quote
4. Payment Received — Confirmation email after a payment is recorded
5. Payment Reminder PRO — Automatic reminders before/after due date

7.1 General email settings

Field	Default	What it does
From Name	Site name	Display name on outgoing emails (e.g. Acme Co.).
From Email Address	Site admin email	The From: address. Use a real address on your domain or SPF/DKIM will mark it as spam.
Reply-To Email	empty	Where replies go (e.g. [email protected]). If empty, replies go to the From address.
Reply-To Name	empty	Name on the Reply-To header.
Enable HTML Emails	Yes	Use styled HTML emails. Turn off for plain-text only.
BCC Admin on All Emails	No	When on, every client email is also BCC'd to the address below.
Admin Email for BCC	Site admin email	The BCC recipient.
Email Logo URL	empty	Logo shown at the top of HTML emails. Use a publicly reachable URL.
Email Footer Text	empty	Plain text or HTML printed at the bottom of every email.
Test Email	button	Type any address and click Send Test Email to verify deliverability.

7.2 Invoice Available email

Field	Default	What it does
Enable Invoice Available Email	On	Master switch — turn off if you only want to send manually.
Subject	Your Invoice #{{invoice_number}} from {{company_name}}	Subject line. Smart tags allowed.
Email Body	Full HTML template	Rich-text editor for the email body.
Test Invoice Email	button	Sends a test using {{invoice_number}} = TEST-001.

7.3 Quote Available email

Same shape as Invoice Available but uses {{quote_number}}, {{expiry_date}}.

7.4 Payment Received email

Same shape, with payment-specific smart tags ({{payment_amount}}, {{payment_date}}, {{payment_method}}, {{transaction_id}}).

7.5 Payment Reminder email (Pro)

Field PRO	Default	What it does
Enable Payment Reminder	Off	Master switch.
When to Send	7, 3, 1 days after due	Multi-select — pick any combination from 30 days before to 30 days after the due date.
For which status?	Unpaid, Overdue	Only send reminders for invoices with one of the selected statuses.
Email Subject	A friendly reminder - Invoice #{{invoice_number}}	Reminder subject line.
Email Message	Default HTML template	Rich-text editor for the reminder.
Test Payment Reminder Email	button	Sends a test reminder using a sample invoice.

Smart tags

You can use these placeholders in any subject / body:

{{invoice_number}}, {{quote_number}}, {{client_name}}, {{company_name}}, {{company_email}}, {{total_amount}}, {{payment_amount}}, {{due_date}}, {{expiry_date}}, {{payment_date}}, {{payment_method}}, {{transaction_id}}, {{payment_terms}}, {{invoice_url}}, {{quote_url}}.

See the dedicated Email & notifications page for full details.

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8. Text Settings

This section lets you rename every visible label on the invoice / quote / portal. It's perfect for:

• Translating to another language without touching .po files
• Local terminology: Bill, Tax invoice, Devis, Presupuesto, Cotización, 見積書, 청구서
• Branding (Statement instead of Invoice)

Invoice labels

Setting	Default
Invoice	Invoice
Invoices (plural)	Invoices
To	To
Invoice Number	Invoice Number
Invoice Date	Invoice Date
Due Date	Due Date
Total Due	Total Due
Qty	Qty
Service	Service
Rate / Price	Rate
Adjust	Adjust
Sub Total	Sub Total
Total	Total
Tax	Tax
Discount	Discount
Print	Print
Download as PDF	Download as PDF
Send Email	Send Email
Pay Now	Pay Now

Quote labels

Setting	Default
Quote	Quote
Quote Number	Quote Number
Accept Quote (button)	Accept Quote
Decline Quote (button)	Decline Quote
Reason for declining	Reason for declining
Valid Until Date	Valid Until Date
Quote Date	Quote Date

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9. Advanced Settings

Field	Default	What it does
Date Format	MM/DD/YYYY (US)	Three preset formats: MM/DD/YYYY (US), DD/MM/YYYY (UK), YYYY-MM-DD (ISO).
Auto-increment invoice numbers	Yes	When on, every new invoice automatically gets the next number. Turn off only if you want to enter numbers manually.
Payment Reminder Days	3	Legacy / free reminder offset (deprecated when Pro's reminder engine is enabled).

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Where to go next

• Quick start (10-minute setup)
• Email templates & smart tags
• Payment gateway setup, step by step
• Create your first invoice
• Send your first quote
• All Pro features →