Overview
Document Settings in Wedy Pro is where you define the defaults that power your invoicing workflow. From here you can create custom units of measurement for your line items, save tax rates for quick reuse, and configure automated payment reminders so clients receive timely nudges without any manual follow-up on your end.
Time to complete: 5–10 minutes.
To reach Document Settings, navigate to Account in the sidebar and click Document Settings.
Document Settings is accessible to Owners and Admins by default. Members and Bookkeepers can access it if granted permission — check Account > Team > Permissions to review or adjust their access.
How to add custom units of measurement
Custom Units let you define the units that appear in the line items of your invoices — for example, hour, day, person, or sq ft. Once saved, these units are available as dropdown options whenever you add a line item to any invoice or proposal.
Navigate to Account > Document Settings.
Locate the Custom Units section at the top of the page.
Type your unit name in the input field (e.g., hour, day, person, sq ft).
Click Add. The unit appears in your list immediately.
Unit names are limited to 50 characters and may contain letters, numbers, and common symbols.
How to edit or delete a custom unit
To edit a unit, click on it to open the Edit Custom Unit modal. Update the name and click Save Changes.
To delete a unit, hover over it to reveal the trash icon, then click it. Confirm the deletion when prompted.
How to set up your Tax Registry
The Tax Registry lets you save frequently used tax rates so you can apply them to invoice line items with a single click — no need to type in a rate each time. This is especially useful if you collect multiple tax types (local, state, service fees) across different events.
Each saved tax rate entry holds two pieces of information: a name that identifies the tax (for example, State Sales Tax, City Service Fee, or VAT) and a percentage rate (for example, 8.5%). Use clear, descriptive names so you can quickly identify the correct rate when building line items — especially when you have several rates saved for different jurisdictions or service types.
Navigate to Account > Document Settings.
Scroll to the Tax Registry section.
Enter a name and percentage rate for the tax you collect, then click Add to save the entry.
Once saved, your tax rates appear as a dropdown option when building line items in any invoice or proposal — no manual entry required.
How to edit or delete a saved tax rate
Your Tax Registry is fully manageable over time — you can update rates as tax laws change and remove rates you no longer collect.
To edit a saved tax rate, click on it to open an edit modal. Update the name or percentage and save the entry.
To delete a tax rate, use the delete option next to the entry. Removing a tax rate from the registry does not affect any invoices already sent — it only removes it from the dropdown options going forward.
Tip: Add all the tax rates you regularly apply before sending your first invoice. A complete registry means consistent, accurate tax application across every document from day one.
How to configure Payment Reminders
Payment Reminders automatically send email notifications to clients about upcoming and overdue invoices — all sent from your connected email address, so every message comes from your real business identity. You configure reminder timing once, and Wedy Pro handles delivery for every invoice going forward.
Wedy Pro offers five reminder types, each with its own toggle:
Upcoming — Sent 7 days before the due date.
Recurring/Autopay — Sent 1 day before the due date.
Payment due date — Sent on the due date itself.
Overdue +2 — Sent 2 days after the due date.
Overdue +7 — Sent 7 days after the due date.
How to enable or disable each reminder
Navigate to Account > Document Settings.
Scroll to the Payment Reminders section.
Toggle each reminder type on or off individually. Toggling it on means clients will automatically receive that reminder for any unpaid invoice.
How to customize the reminder email content
Each reminder type has a default email template that you can personalize with your own message. The email preview includes the client's name, your company name, the project name, the due date, the amount, and a payment button.
In the Payment Reminders section, click Edit email next to any reminder type.
The Edit email message modal opens.
Edit the SUBJECT line and the body using the rich text editor.
Click SAVE to apply your changes.
To revert to the original template at any time, click Reset to default message.
Keep your reminder email messaging generic — each template applies to all invoices of that reminder type across your entire client base, so avoid project-specific language in the body.
Tips for event professionals
Use meaningful unit names — For photographers, units like hour or session clarify pricing. For caterers, person or serving communicates value instantly. Choose names your clients will understand at a glance.
Enable all five reminders — Event vendors often deal with large invoice amounts and long lead times. Having reminders at 7 days before, on the due date, and at 2 and 7 days overdue creates a complete follow-up sequence without any manual effort.
Save your tax rates before sending documents — Add your state and local tax rates to the Tax Registry before creating your first invoice. This saves time and ensures consistent, accurate tax application across every document.
Processing fees apply: 2.9% + $0.30 per credit card transaction, or 0.8% capped at $5 per bank transfer.
Frequently asked questions
Do payment reminders send automatically for all invoices?
Yes. Once a reminder type is toggled on in Document Settings, it applies automatically to all unpaid invoices. You don't need to configure reminders on a per-invoice basis.
What email address do payment reminders come from?
Reminder emails are sent from your connected email account, so clients see your real business address — not a generic Wedy address.
Can I customize the reminder email for each client?
The reminder templates apply globally to all invoices of each type. You can edit the subject and body to personalize the tone, but the same template is used for all clients. Keep messaging general so it reads naturally for any invoice.
Who can access Document Settings?
Owners and Admins have full access to Document Settings by default. Members and Bookkeepers can access it if they have been granted the relevant permission — check Account > Team > Permissions to review or adjust their access. If a team member reports they cannot see Document Settings, a permission grant is the first thing to check.
Do custom units appear in proposals as well as invoices?
Yes. Custom units you add in Document Settings are available as line item units in all your Smart Documents, including proposals and invoices.
Can I edit a tax rate after I've already used it on an invoice?
Yes. You can edit or delete tax rates in the Tax Registry at any time. Changes only affect the dropdown options for new documents — any invoices already sent retain the rate that was applied when they were created.
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