Understand Advanced Billing Site Settings
Last updated on Sep 19, 2026
Almost everything that governs how your site behaves lives in one place: Config > Settings. That covers which emails go out, how Invoices are worded and paid, what your hosted pages look like, and which fields your subscribers must complete. Settings are per site, so a test site and a live site are configured independently.
Who can reach settings
Reaching the Settings page at all requires the permission described as manages product catalog, settings, and integrations. Admins have it by default, and you can grant it to a team member per site. See the Manage Advanced Billing Users help article.
What you can configure here
The Settings page is divided into sections, and which ones appear depends on the features your site uses. A site on invoice-based billing sees invoicing and proforma sections a subscription-only site doesn't; a site without ACH sees no ACH sections.
The articles in this subsection cover the sections documented so far. Other sections, including payment gateways, retries and dunning, the Billing Portal, and invoice billing, are documented alongside the features they belong to rather than here.
Find the setting you need
Each Settings section has its own article, listed here by what you are trying to change.
| If you want to | See this article |
|---|---|
| Add a VAT number or other tax identifier to your Invoices | Configure Tax Entity Identifiers |
| Choose which emails go to subscribers, and when | Configure Email Settings |
| Receive a daily summary of payments, signups, and site activity | Configure Status Emails |
| Reword the labels on Invoices and Credit Notes | Customize Invoice and Credit Note Text |
| Send Invoices in more than one language | Understand Multi-Lingual Invoices |
| Set how many days after renewal payment is collected | Understand Net Terms |
| Control when a subscriber's prepayment balance is applied | Configure Prepayment Settings |
| Cap how much a Customer can pay by credit card | Set a Credit Card Threshold |
| Limit how long a Customer can pay by credit card | Set a Credit Card Window |
| Decide what happens when a trial ends with no payment method | Configure End of Trial Behavior |
| Align subscriptions to a shared renewal day | Configure Calendar Billing Settings |
| Require a field, or enforce unique emails | Configure Field Requirements |
| Record why subscribers cancel | Configure Churn Reason Codes |
| Add optional columns to subscription CSV exports | Configure CSV Export Settings |
| Set defaults across all your hosted pages | Understand Public Page Default Settings |
| Build a link straight to a subscriber's Self-Service Page | Generate Self-Service Page URLs |
| Take over GoCardless notifications, or drop the phone number field | Configure Direct Debit Settings |
| Change how long a repeated API request counts as a duplicate | Configure Uniqueness Token Settings |
| Send events to your own endpoint | Configure and Test Webhooks |
Related information
For what Advanced Billing sends and to whom, see the Understand Advanced Billing Communications help article.
To measure how visitors move through your hosted pages, see the Track Advanced Billing Pages in Google Analytics help article.
For settings stored on the Site record itself rather than under Config, see Understand Site Settings.
To choose which emails your Site sends and when, see Configure Email Settings.
To require or hide fields on signup and update pages, see Configure Field Requirements.
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