How to edit your invoicing settings



Under the Invoicing settings tab you can modify your default invoice and estimate templates. This can be accessed from My Account or from the invoice creation screen by clicking Default settings. Everything you edit here will be saved as the default template and will be shown automatically when you create a new invoice or estimate. All settings can also be edited in the invoice editor (more information on how to do this can be found here: creating and sending an invoice). For reasons of clarity, the following guidelines focus only on the invoice fields. The estimate fields are very similar, but with fewer options to edit.
 
Company Name - if you use more than one trade name you can select here which one should be used as the default trade name when creating a new invoice.

Invoice types - depending on your business and primary customers, you can choose which invoice type should be set as default. You can read more about different invoice types here.

Visible columns - mark which columns should be shown as default on your invoices.

Currency - here you can choose the default currency shown on your invoice. Tick or untick the box if you want the currency to show on your invoice.

Invoice language - here you can select the default invoice language.

Invoice header - change the header of your invoices.

Payment terms - you can either choose your preferred invoice terms from the drop-down menu or add new terms by clicking on Add or modify at the bottom of the drop-down menu.

Late payment interest - you can choose whether you want to show the late payment interest on your invoice and decide which payment interest should be shown as default. Please note that our system doesn't calculate the interest automatically. If you want to add a late payment interest to a payment reminder, you need to add it as a separate invoice line.

Reference number - tick or untick this box if you want to hide or show the reference number on your invoices.

Your ref. / PO number (0/60) - tick this box if you want to add a default field for the purchase order number to your invoice. If enabled, the respective text field will appear in the invoice editor in which you can type up to 60 characters.

Discount settings - you can choose to set a default discount for your invoices. It’s also easy to add discount on the invoice editor when needed.

Message - add a default invoice message field here. Instead of adding a complete text you can also add only generic text parts to which you add a more personal part later when you create an invoice.

Invoice footnote - use this text field to add the footnote to you wish show on all invoices.




Last Updated: May 29, 2019 10:45 AM

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