Settings → Invoicing controls everything that auto-applies to new quotes + invoices. Configure once; every new doc inherits these values, with per-doc overrides at creation time.
Defaults
- Default tax rate — applied to taxable line items unless the doc has a jurisdiction set.
- Default invoice due days — '15' means due 15 days after sent. Sets the default; each invoice can override.
- Branding logo — appears on the invoice PDF + customer-facing public link.
- Branding business address + phone — header info on every invoice email.
- Invoice email subject + body — customize the email customers receive. Plyrium adds the public link automatically.
- Reply-to email — where customer replies to invoice emails go (typically your billing address).
Tax jurisdictions
Most contractors charge one rate (state + city/county combined). Set that as your default jurisdiction. If you serve multiple cities with different rates, add each as a separate jurisdiction; per-quote you can pick which applies.
Line-item catalog
Saved services + materials + labor + fees you can pick from the composer. Each entry has:
| Name | Shows up in the picker; also becomes the line description by default. |
| Kind | Material / Labor / Service / Fee. Drives the P&L revenue breakdown. |
| Unit price | Default price; you can override per-quote. |
| Quantity unit | ea / hr / sq ft / lin ft / lb / gal — appears next to the qty input. |
| Taxable | Some lines (typically labor in CA) aren't taxable. Tick this off where appropriate. |
How to pick the right kind
If the line is parts you bought + marked up, it's 'material'. If it's your time, it's 'labor'. If it's a flat-rate job (covering both), it's 'service'. Trip charge / dispatch fee = 'fee'. Getting these right makes your P&L's revenue breakdown accurate.