Invoice Settings – Pocketbook

Overview

With Invoice Settings, you are in control of your default invoice details, branding, and payment notifications. You can also create a Quick Pay Shareable Link that your customers can use to submit payments.

These settings help ensure a consistent, branded, and efficient payment experience for both you and your customers. In this article, we’ll cover the various settings options and how you can customize them for your business.

How to Access Invoice Settings

Navigate to the Invoices tab from the left-hand menu.
In the top-right corner, click Invoice Settings.

From here, you'll see several sections that control how your invoices look and how payments are handled.

Quick Pay Shareable Link

The Quick Pay Shareable Link allows you to collect payments without sending a traditional invoice.

What You Can Do:

Generate a shareable payment link
Embed the link on your website
Share the link via email, text, or other customer communications

This is useful for collecting one-off payments, deposits, or payments outside of your standard invoicing workflow.

Default Invoice Information

This section controls the default business details that appear on invoices you send. These are global settings, and apply to every invoice.

Editable Fields:

Business Name
Business Address
Email Address

Optional Setting:

Do not display address on invoice — Toggle this on if you prefer to hide your business address on invoices.

Branding

Customize the look and feel of your invoices to match your brand.

Logo:

Upload a PNG or JPG file
Maximum file size: 2MB

Colors:

Set Primary and Secondary color using hex codes

These colors will be used across invoices and payment pages.

Payment Confirmation Notifications

This section allows you to control who on your team receives email notifications when a payment is submitted. Your customer will always receive an email payment confirmation, but for some teams, it might be helpful to add a shared inbox or a specific person to receive these notifications.

How to Add Recipients:

Type an email address into the field.
Press Enter or click the + icon to confirm.
The email will appear in a gray box beneath the input once added.

All listed recipients will receive a confirmation email whenever a payment is successfully submitted.

Still Need Help? Contact our support team at support@pocketbook.tech.