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Invoice, proposal, contract and form settings
Each document type has its own configuration section in Settings, controlling defaults that apply automatically to every new document. Individual documents can override these defaults, but setting them correctly means less manual adjustment per document.
Numbering and prefixes
Invoices, proposals, contracts, and forms each have a configurable numbering prefix and starting number. The prefix appears before the document number (e.g. INV-001, PROP-001), and the number auto-increments with each new document. You can also choose whether a number is assigned while the document is still in draft or only once it is no longer a draft. Changing the starting number is useful when migrating from another platform and existing numbering needs to continue uninterrupted. Subscriptions and transactions also have their own numbering under Settings → Financials.
Invoice preferences
Invoice settings are found under Settings → Financials. Preferences include the default due period (number of days until an invoice is due), an option to auto-send receipts on successful payments, and auto-send reminder emails for overdue invoices. When the overdue reminder is on, three reminder emails are sent: one on the day the invoice becomes overdue, another on the third day, and a final one on the seventh day.
Taxes and calculations
Tax rates are configured under Settings → Financials → Taxes. Each tax has a name and rate. Under Calculations, you can choose whether discounts are calculated before or after tax.
Auto-invoicing from proposals
Under Settings → Proposals, auto-invoicing settings control what happens when a proposal is accepted. You can select a default invoice template, and choose whether the proposal name is added to the invoice title, the invoice title and number, or not at all. When a proposal with a pricing table is accepted, Plutio can auto-create an invoice using these preferences.
Signature and payment defaults
Signature requirements can be enabled or disabled per document type. Payment defaults control which payment methods appear on invoices (Stripe, PayPal, Square, bank transfer) and whether partial payments or deposits are accepted. Setting these defaults means each new document inherits the correct payment configuration automatically.
