Find these in Settings > Billing. They're your practice-wide defaults.

Invoice Date: the day of the month invoices are dated.

Invoice Payment Terms: the number of days after the invoice date that payment is due.

Consolidation: by default each service has its own invoice line. Switch to Yes to put recurring, one-off or multi-entity services on one line instead. Each is set separately.

Alignment fees: choose whether they go on a separate invoice or on the first monthly invoice.

To give a client different settings, open the client record and select the Invoicing tab, then Settings.

A client's invoice date, payment terms and consolidation settings follow the practice settings until you give that client its own value. Saving the client's settings without changing one of those fields leaves it following the practice.

Each field reads Practice default while it follows the practice, or shows the client's own value once set. To put a client back on the practice setting, pick Practice default again and save.

In Settings > Billing, each setting shows how many clients have their own value for it, such as "3 clients have overridden this default" or "No client overrides". Changing the practice setting won't reach those clients: a client with its own payment terms keeps them, while a client left on the practice default gets the new terms.

You can export your billing data to Excel to use in other systems. There are two exports:

Use them for your own reports, or to bring your invoice data into another accounting system.