video1.0<iframe src="https://www.loom.com/embed/70cbdf97defc4a05985ee3bfb477eb99" frameborder="0" width="2114" height="1585" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15852114Loomhttps://www.loom.com15852114https://cdn.loom.com/sessions/thumbnails/70cbdf97defc4a05985ee3bfb477eb99-35b2eda2afd613c9-full.jpg310.467In this Loom, I walk you through invoice and estimate configuration from the Payments and invoicing section. I show you how to add your company information, edit terms and conditions, and use invoice preview and layout customization, then Save your changes. Next, I cover Payment Settings like expiration dates, payment timelines, partial payments, product settings, and reminder settings for email and SMS. I also explain billing custom fields, customer notifications, and team notifications, including snippets for SMS and email templates. No action is required beyond following along and saving what you configure.