This Help Article covers:
The default Invoice Settings is where you select the Document Preset that is used by Sales Invoices, Credit Notes, Progress Claims and Retention Claims
An Entered Bank Account Number displays in the "Bank Acc:" field on a Sales Invoice.
An Entered GST Number displays in the "GST No" field on a Sales Invoice or Credit Note.
Ticking "Payment Claim Text On Invoice" auto ticks "Payment Claim Text On Invoice" when adding a new Sales Invoice to a Charge Up Job.
💡 TIP: This can be un-ticked at Sales Invoice if needed.
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
2. From Company Settings, Press the Defaults Top Tab to display the Invoice Expandable Section
3. From the Invoice Expandable Section:
Enter Bank Account Number
Enter GST Number
Tick "Payment Claim Text On Invoice" (optional)
4. From the Invoice Expandable Section:
Select the Default Document "Preset" for each "Type" of Invoice
Select the Default "Email Template" for each Type" of Invoice
💡 TIP: A different Document Preset and/or Email Template can be selected at the time of Previewing or sending the Invoice.
5. When finished, Press [SAVE]
To Set the Invoice Document Preset at Contact
From the Contact Window, Press the Settings Top Tab to display the Invoice Expandable Section
From the Invoice Expandable Section, Follow the instructions of Step 4 above, when finished, Press [SAVE]