Settings
All settings live under HandShake → Settings.
Invoice numbering
| Field | Description |
|---|---|
| Prefix | A short text prefix added before the number — e.g. HS produces HS0001. Letters and numbers only. |
| Next number | The number used on the next invoice generated. Increase this if you are migrating from another system and want to continue an existing sequence. |
The preview below the fields shows exactly what the next invoice number will look like.
Sending schedule
| Field | Description |
|---|---|
| Send day of month | The day each month when invoices are automatically sent. Options: 1–31 or Last day of month. If the day doesn’t exist in a given month, the invoice sends on the last valid day. |
| Payment due | How many days after the invoice date payment is due. Options: Same day, Net 7, Net 14, Net 21, Net 30, Net 45, Net 60. Shown as the due date on the invoice PDF. |
Free plan: send day is fixed to the 1st. Upgrade to Pro to choose any day
Your details (From)
These fields appear in the “From” block on every invoice PDF. Leave any field blank to hide it from the PDF.
| Field | Description |
|---|---|
| Company / Name | Your name or business name. Shown as the heading in the From block. |
| Your contact email. | |
| Company ID / Registration no. | Your company registration number, if applicable. |
| Tax / VAT number | Your VAT ID. |
| Bank account (IBAN) | Your IBAN, shown as payment instructions on the invoice. |
| Default currency | Pre-selected when adding new clients. Can be overridden per client. |
| Address | Your full address. Line breaks are preserved on the PDF. |
Invoice description
The default line item description template used when generating invoices automatically or when no custom lines are entered in the send modal.
Available tokens:
| Token | Output |
|---|---|
{service} | The price group name, or “Monthly service” / “Service” if no group is assigned |
{month} | Full month name — e.g. June |
{month_short} | Short month name — e.g. Jun |
{year} | Four-digit year — e.g. 2026 |
Default: {service} — {month} {year} → produces e.g. Fixed — June 2026
Email template
| Field | Description |
|---|---|
| Subject line | The email subject sent to clients. Supports placeholders. |
| Email body | The opening text of the invoice email. Supports placeholders. This replaces the default greeting in the HTML email template. |
Available placeholders (click to copy in the admin):
| Placeholder | Output |
|---|---|
{month} | Full month name |
{month_short} | Short month name |
{year} | Four-digit year |
{invoice_no} | Invoice number, e.g. HS0007 |
{client_name} | Client’s name |
{amount} | Total amount due, formatted with currency symbol |
{due_date} | Due date, formatted as e.g. 30 June 2026 |
Payment reminders (Pro)
| Field | Description |
|---|---|
| Enable payment reminders | Master toggle. When off, no reminder emails are sent regardless of other settings. |
| Send reminder every N days | Number of days after the due date before the first reminder is sent, then repeated every N days until the invoice is marked paid. |
| Reminder subject | Email subject for reminder messages. Supports the same placeholders as the invoice email. |
| Reminder body | Email body for reminder messages. |
Branding
Upload a company logo (PNG, JPG, or SVG, max 1 MB) to replace the plain text company name in the invoice PDF header. The current logo is shown as a preview — upload a new file to replace it.
PDF Footer (Pro)
Custom text shown at the bottom of every invoice PDF; defaults to your site’s domain if left blank.
Appearance
The Dark mode toggle switches the admin UI to a dark colour scheme. Your preference is saved in the browser — it does not affect the invoice PDF or anything clients see.