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Settings -> Misc

“Misc” (Miscellaneous) is a sub-tab within FreshBooks located under Settings. There are some super useful tweaks and features in this area, so read on to learn more.



Lines Per Page - This determines how many lines will show within each list view in FreshBooks (Invoices, Expenses, Estimates, Projects, Tasks, Items, Credits). You can set this to any number you would like up to 500, though loading time may take a little longer the more lines you choose to load per page.

Date Format - This is specifically for the date format that shows up on lists throughout the FreshBooks system. Invoice documents themselves will always be formatted as: Month DD, YYYY.

Direct Links - This will allow you clients to access their portal immediately after clicking on the link within the email sent to them from FreshBooks. This includes: invoices, estimates, credits, and account statements sent by email from your FreshBooks account. This is turned on by default within your account.

FreshBooks Branding - When turned on Invoices, Estimates and Credits will have a small FreshBooks logo. You can turn this off here in one click, or leave it on and earn money through our referral program :)

Invoices & Estimates

Text Below Your Logo - This will appear below your logo on all Invoices, Estimates, and Credits. This is a good spot to put a logo tagline, your tax number, or any other info you want to appear at the top of your Invoices.

Recurring Invoices
- Send Automatically - This allows an Invoice sent from your Recurring Profile to be sent immediately after it is generated. Disabling this feature will not prevent credit card charges when auto-billing is enabled.
- Apply Credit Automatically - Recurring Invoices automatically apply any available Client Credit as payment to Invoices generated off of them.

Default Column Headings - When creating Invoices you will automatically be shown at least one table (Task or Item). Item tables will display unit costs/quantity columns, while Task tables will show rate/hours columns. You can choose to display both of these tables, and if a table is not used when creating an Invoice they will not carry over to the final Invoice the client sees.

Welcome Messages

Clients - Anything you put in this text box will appear for your Clients on their home page.

Staff - Anything you put in this text box will appear for your Staff on their home page.

Documents (related specifically to the Documents tab)

Default Client Access - In the drop-down you can select none (manually give Clients access to folders), read (new Clients have access to all documents), read/write (new Clients have read/write access to all documents).

Default Staff Access - In the drop-down you can select none (manually give staff access to folders), read (new staff have access to all documents), read/write (new staff have read/write access to all documents).

Support (related specifically to the supports tab)

Time Increments - You can set the time tracking increments here which will display when logging time on support tickets. Time will be rounded to the closest increment you have selected.