1. Concepts
What this tab groups together
Settings > Contract & Invoices gathers several independent settings under one tab, grouped only because each relates to contract or invoice lifecycle automation. Each card has its own save action and its own effect; they do not share data with each other.Invoice Numbering Settings
Controls the format of invoice numbers: a prefix, the next sequence number, and digit length, along with the level at which numbering resets, organization-wide, per business entity, or per customer.Invoice Date Configuration
Controls how an invoice’s date is calculated relative to a reference point. This card is documented separately. See Invoice date configuration.Monitoring Settings
A single toggle that enables managing customer segments and customizing billing and communication for different groups of customers.Organizations on an earlier contract experience also see Contract Renewal, Contract Creation, and Invoice Settings cards here. Those are not part of the Contracts V3 experience, so they are not covered on this version of the docs.
2. How-to guides
Set the invoice numbering format
- Go to Settings > Contract & Invoices.
- Under Invoice Numbering Settings, set the prefix, next sequence number, and digit length.
- Choose the level at which numbering applies: organization, business entity, or customer.
- Save.
Enable monitoring
- Go to Settings > Contract & Invoices.
- Under Monitoring Settings, turn on Monitoring.
- Save.
Troubleshooting
- Contract Renewal, Contract Creation, or Invoice Settings cards are missing: these cards are not part of the Contracts V3 experience.