This Help Article covers:
General/Overview:
The default Invoice Settings is where you select the Document Preset that is used by Sales Invoices, Progress Claims, Retention Claims and Credit Notes.
An Entered Bank Account Number displays in the "Bank Acc:" field on the Payment Advice Section of a Sales Invoice PDF.
An Entered GST Number displays in the "GST No" field on the Header Section of a Sales Invoice or Credit Note PDF.
Ticking "Payment Claim Text On Invoice" auto ticks "Payment Claim Text On Invoice" when adding a new Sales Invoice to a Charge Up Job. The Payment Claim Text added to the Invoice advises the Customer that the Invoice constitutes a "Payment Claim" made under the "Construction Contracts Act 2002".
💡 TIP: "Payment Claim Text On Invoice" can be un-ticked at the Sales Invoice if not required.
To Enter Defaults or Edit Invoice Settings at Company Settings
Quick Flow:
Company Settings Side Menu
Defaults Top Tab
Invoice Expandable Section
Bank Account Number > Enter
GST Number > Enter
Preset(s) > Select
Email Template(s) > Select
[SAVE]
1. From the Side Menu, Press Company Settings, then Press the Defaults Top Tab to display the Invoice Expandable Section
2. From the Invoice Expandable Section, Enter:
Start Number for New Invoices - Numbering used for Consolidated Invoices
Bank Account Number - Displays with Payment Advice Text on Sales Invoice
Bank Account Name - Displays on the Portal if Digital Invoices used
GST Number - Displays on Header Section of Sales Invoice
"Payment Claim Text On Invoice" (optional) Tick if needed
3. From the Invoice Expandable Section, from the dropdown for each "Type" of Invoice, Select a Default:
"Preset"
"Email Template"
💡 TIP: The above step describes how to set the default Presets, to create a Document Preset, see the Help Article: "Document Setting Presets (Enter - Edit)".
💡 TIP: A different Document Preset and/or Email Template can be selected at the time of Previewing or sending the Invoice.
4. When finished, Press [SAVE]
To Set the Invoice Document Preset at Customer
From the Customer Window, Press the Settings Top Tab to display the Invoice Expandable Section.
From the Invoice Expandable Section, Follow the instructions of Step 3 above, when finished, Press [SAVE].