Settings - InvoiceFlow

General Business Profile Payment Methods Notifications AI Settings Integrations

Account Information

Full Name

Email Address

Phone Number

Time Zone

Language

Invoice Defaults

Set default values for new invoices. These can be overridden on individual invoices.

Default Payment Terms

Currency

Invoice Numbering

Next Invoice Number

Default Tax Rate (%)

Late Fee (%)

Default Invoice Notes

Payment Instructions

AI & Automation Settings

Configure how InvoiceFlow's AI assists you with payment predictions and automations.

Enable AI Payment Predictions

Use machine learning to predict payment timing and risks

Automatic Follow-up Emails

Automatically send follow-up emails based on smart contract rules

Smart Contract Suggestions

Receive AI recommendations for optimizing payment terms

Dynamic Discount Offers

Automatically offer discounts to clients likely to pay early

Payment Pattern Learning

Continuously improve predictions based on actual payment behavior

AI Confidence Threshold for Auto-Actions

85%

AI will only take automatic actions when prediction confidence exceeds this threshold

Notification Preferences

Email Notifications

Payment Received

Get notified when a client pays an invoice

Invoice Overdue

Alert when an invoice becomes overdue

AI Risk Alerts

Notify when AI detects high-risk invoices

Weekly Summary

Receive a weekly report of your cash flow

Smart Contract Updates

Updates when smart contract actions are triggered

SMS Notifications

Critical Payment Alerts

High-priority notifications via SMS

Large Payment Received

SMS when payment over $10,000 is received

Integrations

Connect InvoiceFlow with your favorite tools and services.

QuickBooks Online

Sync invoices and payments with QuickBooks

Connected

Stripe

Accept credit card payments on invoices

Connected

Slack

Get payment notifications in Slack

Not Connected

Zapier

Connect to 3,000+ apps via Zapier

Not Connected

Security & Privacy

Change Password

Two-Factor Authentication

Two-Factor Authentication Enabled

Extra security for your account

Data Export

Export all your invoice data, client information, and analytics