Sales settings

The Settings page now has a Sales settings tab where admins (and users with the 'Sales settings' permission enabled) can configure how invoices and quotes behave for the business. You can set default memos, footers, payment terms, reminder schedules, accepted payment methods, failed payment retry rules, and quote response deadlines — without needing to update each invoice or quote individually.

• Applies to: Admins and users with 'Sales settings' access enabled, in businesses subscribed to Dappr Sales (desktop web).
• Location: Settings → Sales settings.
• Invoice settings cover: branding/logo and business info links, default invoice memo, default footer, default payment terms (days after issuance), invoice reminder schedule, default payment options (ACH direct debit, card, wire transfer), and failed card payment retry schedule.
• Quote settings cover: branding/logo and business info links, default quote memo, default footer, default response deadline (days after issuance), and pending-quote reminder schedule.

Rollout: May 1, 2026.