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Where to Find CRM Settings
CRM Settings are located in Settings → CRM Settings. These are account-wide defaults that apply whenever you create a new quote or invoice. You can always override them on individual documents.
Default Payment Methods
Choose which payment methods are enabled by default when sending invoices to clients. Options typically include card (via Rebolt Pay), ACH, and manual/offline payment. Enabling or disabling a method here sets the default for new invoices — you can adjust per invoice as needed.
Default Invoice Due Date
Set the default number of days until an invoice is due (e.g., due on receipt, net 7, net 30). This is automatically applied when a new invoice is created and can be changed per invoice.
Default Deposit
Configure whether quotes and jobs require a deposit by default, and how that deposit is calculated:
None: No deposit required by default
Percentage: A % of the quote/invoice total (e.g., 50%)
Fixed amount: A specific dollar amount
The deposit setting can be overridden on individual quotes and invoices.
Document Attachment Defaults
Set default attachments (such as terms & conditions or service agreements) that are automatically included when sending quotes or invoices to clients. Attachments added here appear on all new documents unless removed manually.
FAQ
Where do I find CRM Settings?
Go to Settings → CRM Settings.Will changing a default affect existing quotes and invoices?
No. Changes to CRM Settings only apply to newly created documents going forward. Existing quotes and invoices are not affected.Can I override these defaults on a specific quote or invoice?
Yes. All CRM Settings are defaults only — every field can be changed on an individual quote or invoice when needed.Can I require a deposit on all jobs?
Yes. Set a default deposit percentage or fixed amount in CRM Settings and it will be pre-applied to all new quotes.