Invoice administration settings

Numbering, terms, PDF, automatic sending, locks, and classifiers.

Last updated 20 days ago

Go to System Settings → Settings → Finance. The General Settings section manages number length, display of VAT, price and quantity precision, number and currency formatting, the default VAT, rules for prices including VAT, delivery address, sales transaction date locking, debtor rules, and general PDF options.

Select the Invoices tab. Here you can:

create number series and set the next number and default series;
select the default Payment term;
specify recipients for notifications regarding new Invoice;
manage automatic sending to the client and copies to the salesperson;
require client login for viewing;
restrict the deletion, cancellation, and editing of sent or paid documents;
choose the numbering format: number only, with year, or with date;
manage PDF fields, Items codes, descriptions, images, discounts, status, QR code, payments, project, and object;
set the default Contact note, terms and conditions, and PDF titles (LT/EN); - edit the customer information format using the provided tags.

The Finance side menu also allows for the management of rates, currencies, methods, application items, and document templates.

Modify settings for numbering, automatic sending, deletion, and date locking only in coordination with the accounting process. After changing PDF settings, generate a test document and check both languages used.

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