The invoice settings page provides various preferences and settings in order to automate and add in various information to your sales and supplier invoices.
If you want to add company wide defaults to your invoices, add in the number of days, weeks or months that invoices are generally due by. The due date will be calculated from the date of the invoice.
Also, note that in the customer and supplier account, additional terms can be assigned to individual contacts.
There is also the option to override the terms on the actual sales and purchase invoice as well.
Invoice number & Prefix
You can add in an Invoice number prefix to all your invoices, and a Credit Note number prefix to all your Credit Notes. This could be your company name, abbreviated name or any other reference that should be added before your invoice number. This field is optional.
The Invoice start number and Credit Note start number fields will default to 0 on all new accounts. This means that the first invoice you produce will always be "1".
However, if you have transferred from a different invoicing system or have been creating invoices manually you may have a higher number.
Enter the last invoice number that was used, and the system will use the next invoice number, when you create an invoice.
Terms & Conditions
Add any information you like in the large open text field. All details entered will be shown on the invoice.
Typical information you may want to show is payment terms, payment details or any other information you wish to provide.
If you use a separate trading address to your registered address, you can select and enter that here.
There are two options to allow you to add your logo or other image to the sales invoice.
Invoice Header: If you do not have a logo and prefer to show your name as text, enter text you would like to show on the invoice.
Invoice logo: you can upload a logo for your company. Images will be aligned to your choosing, Center (default), Left or Right.
Please select your preferred layout between Standard, Flat or Professional. You can also customise the colours if you choose Flat or Professional.