Quote & invoice settings

Quote & Invoice Settings

Manage how CaterCloud builds, prices, and presents your quotes and invoices — all in one place. This article is for account owners and managers who want to set consistent defaults across every quote their business sends.

Getting There

Navigate to Settings → Quotes & Invoices in your sidebar.

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Tax & Invoicing Setup

Your ABN, GST status, tax rate, logo, and business address all appear on every Tax Invoice PDF sent to clients. These fields live in a separate section.

• Click Go to Business profile — Tax & invoicing to configure them
• The default GST rate is 10% (AU) — change it in Business profile if your rate differs

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Quoting Defaults

These apply to all new quotes only — existing quotes are not affected.

Guest Pricing

Control how children and toddlers contribute to your guest count and pricing:

• Children multiplier — defaults to 0.5 (counts as half a guest)
• Toddlers multiplier — defaults to 0 (free)
• Minimum guest count — set a guaranteed minimum; leave blank for none

Default Deposit

Choose how CaterCloud calculates the deposit on new quotes:

• Mode — select Percentage, Fixed amount, or No deposit
• Percentage (%) or Amount ($) — enter the value once a mode is selected

Timing

• Balance due (days from event) — how many days before the event the balance is owed (enter a negative number, e.g. -7 for one week prior)
• Quote validity days — how long a sent quote remains valid before it expires

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Terms & Conditions

Scroll to the terms section to enter your default terms body. This text appears on every quote PDF. Save changes using the Save button — a confirmation tick confirms success.

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PDF Appearance

• Quote PDF footer text — add a custom message to the bottom of every quote PDF
• Quote PDF show inclusions — toggle whether inclusions are listed on the PDF

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Lead Sources, Discount Reasons & Outcome Reasons

Use the list fields to add or remove options that appear in quote dropdown menus. Click the + icon to add a new entry, or ✕ to remove one.

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> Tip: To update your logo or payment instructions on invoices, head to Settings → Business profile.