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Change contract and invoice preferences
Change contract and invoice preferences

Learn how to add a BCC address to your contracts and invoices, set due dates and other general contract and invoice preferences

Updated over a week ago

How to Change Your Contracts and Invoice Preferences in Stagent

Starting your Stagent experience by setting up your contracts and invoices preferences allows for a seemless experience when generating contracts and invoices. Some of these settings include adding a default BCC address for every contract and invoice you send from Stagent.

Step 1: Go to your Contract preferences

Once logged in on your Stagent account, navigate to your team settings from the left menu. On the settings page, go to your 'contract preferences' menu, where you will be able to change your name format, contract number, default signer and BCC recipient. Don't forget to press ''Save'' once you're finished.

Step 2: Go to your Invoice preferences

Navigate back to your team settings from the left menu, or directly select your invoice preferences from the menu on the middle top.

In the invoice preferences you can set a default due days for you invoices, terms, number format and automatic payment reminders. Furthermore, you can enter your payment details and add a default BCC recipient for your outgoing invoices.

Conclusion

Changing your contract and invoice preferences in Stagent is a simple process that can be done in just a few steps. By following the steps outlined in this article, you can easily add a BCC address to your contracts and invoices, set due dates and other general contract and invoice preferences.

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