Invoicing & Tax Settings
These settings control how new invoices behave by default: payment terms, sales tax calculation, and online payment processing through Stripe. You'll find them under Settings > Invoicing & Tax in the console.
Quick Start
- Go to Settings > Invoicing & Tax
- Pick your Default Payment Terms
- Choose a Sales Tax mode and rate
- Connect or review your Stripe Payment Account
- Decide whether to pass processing fees to customers
- Click Save Settings
Defaults apply to new invoices. You can still adjust terms and tax on an individual invoice when you create it.
Invoice Defaults
Default Payment Terms sets the due-date terms new invoices start with:
| Option | Meaning |
|---|---|
| Upon Receipt | Due immediately |
| Net 15 / 20 / 30 | Due 15, 20, or 30 days after the invoice date |
| Net 45 / 60 / 90 | Longer terms for commercial work |
Sales Tax
Three tax modes:
| Mode | How it works |
|---|---|
| No Tax | Invoices calculate no sales tax |
| Fixed Rate | One rate (and tax label) applied to taxable line items everywhere you work |
| Automatic (Location-Based) | The rate is looked up from each project's location, so jobs in different jurisdictions tax correctly |
Location-based tax uses the project's address/GPS coordinates. Make sure well locations are filled in on projects if you use this mode.
Stripe Payment Account
The Stripe Payment Account card shows whether online payments are live. From here you can set up the connected account, refresh its status, open Manage in Stripe, and review account settings. Once connected, invoices can include a Pay Online link and the customer portal can take card and ACH payments.
Payment Processing Fees
The Payment Processing Fees card controls whether card processing costs are passed to customers as a surcharge or absorbed by your company. It displays the current credit-card and platform-fee rates so you can see exactly what a passed-through fee adds.
Some states restrict credit-card surcharges. Confirm local rules before enabling fee pass-through.
Colorado caps a card surcharge at 2 percent (C.R.S. 5-2-212), and the same statute bans surcharging a debit card outright, rather than capping it. DrillerDB does not surcharge debit cards in Colorado, and you absorb the processing cost on those payments.
Pass-through is not yet applied to Colorado credit cards either. The card type is not known when a payment is priced, so a Colorado credit-card payment on an invoice or a deposit collects no surcharge on an ordinary payment, and your company absorbs the processing cost. The 2 percent cap is the rule DrillerDB will enforce once pass-through reaches Colorado credit cards, and only when your company's state is set to Colorado in your settings, so set your state before you turn pass-through on. A card whose funding type we cannot read is treated like a debit card, so a fee the statute forbids is never added.
You do not have to write the required notice yourself. When your state is Colorado and you pass fees on, the statutory disclosure appears for your customer on the payment page, on both invoices and proposal deposits.
Customer Notifications
Control automatic emails tied to billing events, such as the Payment Received confirmation sent when a customer's payment lands.
Related Topics
- Creating Invoices - Build and send invoices
- Stripe Payments - Online payment setup in depth
- Down Payments - Collect deposits before work starts
- Accounting - Receivables, aging, and statements