Turn invoicing on or off

Invoicing is controlled by a single on/off toggle at the top of Settings → Invoicing. When invoicing is off, the invoice, payments, receipts, and follow-up settings are hidden and the page shows just this toggle. When it's on, all of those tabs appear and your team can send invoices and take payments.

Turn invoicing on

1. Open Settings → Invoicing.
2. Switch Invoicing on.
3. Select Save.

Essential sets up everything a new invoicing business gets so the page is ready to use right away, adding any of these that you don't already have:

• a default invoice document (PDF) template
• a default invoice email with reminder follow-ups
• default receipt document and receipt email templates

Anything you already have is left untouched—turning invoicing on never overwrites or duplicates your existing templates. Once it's on, the Payments, Accounting, Invoice, Receipts, Custom Fields, Follow-ups, and AI Prompts tabs appear so you can customize the defaults.

Turn invoicing off

1. Switch Invoicing off.
2. Select Save.
3. Confirm Turn off invoicing.

Invoicing, payments, and the invoice settings tabs are hidden for everyone in your business. Your existing invoices and payments are kept—they become visible again if you turn invoicing back on. Any pending automatic invoice reminders are stopped and do not resume when invoicing is turned back on.

Turning invoicing on or off requires the invoicing setup permission, so it's an admin action.

Where to find it: Settings → Invoicing, the toggle at the top of the page

Related guides

• Choose and customize your invoice document template
• Customize your invoice email and receipt templates
• Connect Stripe for payments and automatic sales tax
• Turn scheduling and GPS features on or off