---
title: Settings reference (every field)
description: Field-by-field reference for every setting in Easy Invoice Free and Easy Invoice Pro — Company, Invoice, Quote, Currency, Tax, Payment, Email, Text labels, Advanced, Pro watermarks, partial payments, deposits, recurring, and subscriptions.
---

<div class="doc-pro-callout" role="note">
  <span class="doc-pro-pill">Pro</span>
  <span>Fields marked <span class="doc-pro-pill">Pro</span> only appear when <strong>Easy Invoice Pro</strong> is installed and activated with a valid license. <a href="https://matrixaddons.com/plugins/easy-invoice/" target="_blank" rel="noopener">Get the license →</a></span>
</div>

# 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](./quick-start) for the full setup walkthrough. Come back here only when you need to know exactly what one specific field controls.

![Easy Invoice admin menu — every sub-page in the sidebar](/screenshots/10-admin-menu.png)

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

1. [Company Information](#_1-company-information)
2. [Invoice Settings](#_2-invoice-settings)
3. [Quote Settings](#_3-quote-settings)
4. [Currency Settings](#_4-currency-settings)
5. [Tax Settings](#_5-tax-settings)
6. [Payment Methods](#_6-payment-methods) — see the dedicated [Payment gateways](./payment-settings) page for credentials per gateway
7. [Email Settings](#_7-email-settings) — see also the dedicated [Email & notifications](./email-settings) page
8. [Text Settings](#_8-text-settings)
9. [Advanced Settings](#_9-advanced-settings)

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

---

## 1. Company Information

![Company Information settings](/screenshots/11-settings-company.png)

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.

---

## 2. Invoice Settings

![Invoice settings — numbering, terms, footer, and Pro toggles](/screenshots/12-settings-invoice.png)

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

---

## 3. Quote Settings

![Quote settings — numbering, accept/decline behaviour, terms](/screenshots/13-settings-quote.png)

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: <br>• **Convert quote to invoice – Draft** (silent) <br>• **Convert quote to invoice – Available** (publish, no email) <br>• **Convert quote to invoice and send to client – Available** (publish + auto-email) <br>• **Create new invoice, keep quote as-is – Draft** <br>• **Create new invoice and send to client, keep quote as-is** <br>• **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. <span class="pro-pill">PRO</span>

---

## 4. Currency Settings

![Currency settings — code, symbol position, separators, decimals](/screenshots/14-settings-currency.png)

| Field | Default | What it does |
| --- | --- | --- |
| **Currency & Symbol** | `USD` | The currency code from the [ISO 4217 list](https://en.wikipedia.org/wiki/ISO_4217) — 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.

---

## 5. Tax Settings

![Tax settings — global tax rate, inclusive vs exclusive, Pro additional tax](/screenshots/15-settings-tax.png)

| 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` | <br>• **Inclusive** — the price you type **includes** tax (Easy Invoice extracts the tax portion). <br>• **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) <span class="pro-pill">PRO</span>

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

| Field <span class="pro-pill">PRO</span> | 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` | <br>• **On subtotal** — second tax calculated on the pre-tax amount. <br>• **On total** (cascading) — second tax calculated on (subtotal + first tax). |

---

## 6. Payment Methods

![Payment methods — enable / reorder / rename each gateway, plus credentials](/screenshots/16-settings-payment.png)

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** <span class="pro-pill">PRO</span>
- **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](./payment-settings).

---

## 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** <span class="pro-pill">PRO</span> — Automatic reminders before/after due date

### 7.1 General email settings

![Email → General settings — sender, reply-to, BCC, logo, footer](/screenshots/17-settings-email-general.png)

| 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. `billing@acme.co`). 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

![Email → Invoice Available template editor with smart tags](/screenshots/18-settings-email-invoice.png)

| Field | Default | What it does |
| --- | --- | --- |
| **Enable Invoice Available Email** | On | Master switch — turn off if you only want to send manually. |
| **Subject** | <code v-pre>Your Invoice #<span v-pre>{{invoice_number}}</span> from {{company_name}}</code> | 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 <code v-pre>{{invoice_number}} = TEST-001</code>. |

### 7.3 Quote Available email

![Email → Quote Available template editor](/screenshots/19-settings-email-quote.png)

Same shape as Invoice Available but uses <code v-pre>{{quote_number}}</code>, <code v-pre>{{expiry_date}}</code>.

### 7.4 Payment Received email

![Email → Payment Received template editor](/screenshots/20-settings-email-payment.png)

Same shape, with payment-specific smart tags (<code v-pre>{{payment_amount}}</code>, <code v-pre>{{payment_date}}</code>, <code v-pre>{{payment_method}}</code>, <code v-pre>{{transaction_id}}</code>).

### 7.5 Payment Reminder email (Pro)

| Field <span class="pro-pill">PRO</span> | 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** | <code v-pre>A friendly reminder - Invoice #{{invoice_number}}</code> | 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:

<code v-pre>{{invoice_number}}</code>, <code v-pre>{{quote_number}}</code>, <code v-pre>{{client_name}}</code>, <code v-pre>{{company_name}}</code>, <code v-pre>{{company_email}}</code>, <code v-pre>{{total_amount}}</code>, <code v-pre>{{payment_amount}}</code>, <code v-pre>{{due_date}}</code>, <code v-pre>{{expiry_date}}</code>, <code v-pre>{{payment_date}}</code>, <code v-pre>{{payment_method}}</code>, <code v-pre>{{transaction_id}}</code>, <code v-pre>{{payment_terms}}</code>, <code v-pre>{{invoice_url}}</code>, <code v-pre>{{quote_url}}</code>.

See the dedicated [Email & notifications](./email-settings) page for full details.

---

## 8. Text Settings

![Text Settings — rename every invoice / quote label for localization](/screenshots/21-settings-text.png)

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` |

---

## 9. Advanced Settings

![Advanced settings — date format, auto-increment, reminder days](/screenshots/22-settings-advanced.png)

| 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). |
| **Remove all data when the plugin is deleted** | Off | Deleting Easy Invoice from the Plugins screen normally keeps every invoice, quote, payment, client record and setting, so reinstalling picks up where you left off. Turn this on only when you want a complete wipe — invoices are tax records. With it on, deleting the free plugin removes the documents, client records, settings, roles and the addons' tables; deleting Pro removes the addons' tables, options and stored gateway/accounting credentials. Deactivating never removes anything. |

---

## Where to go next

- [Quick start (10-minute setup)](./quick-start)
- [Email templates & smart tags](./email-settings)
- [Payment gateway setup, step by step](./payment-settings)
- [Create your first invoice](./invoices)
- [Send your first quote](./quotes)
- [All Pro features →](./features)