Client Settings > Invoice Settings
- Kye Hush
Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings.
The menu invoice settings allows you to set client specific default options when creating new invoices.
ON THIS PAGE YOU WILL FIND: |
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INVOICE SETTINGS
Go to the resources module > resource default grid
Select the client > open the client card
Click on the client settings tab > then select the invoice settings menu item
FIELD | DESCRIPTION |
Invoice lines | Allow editing of hourly rates on invoice lines: Unchecked is recommended to lock editing Allow editing of the profit margin on purchases on invoice lines: Checked is recommended These can also be set at a company level to default for all new clients. You can also set these at a company level to default for all new clients. Go to settings > company settings > basic company settings > open company card > invoice settings > uncheck/check |
Invoice template, enter invoice ID | If you would like to copy a standard title, introductory text and comments to every new invoice from an existing invoice, simply enter the ID number in this field. The ID number, i.e. ‘22’ can be found on the bottom left corner of the invoice, or in the dropdown at the top of the page |
Default invoice attachments
| Allows you to merge a PDF file to a specific invoice at the point of printing. Files must be uploaded in settings > folders, reports & documents > report attachments All attachments will be available to select in the purchase order print settings (whether added as a default or not, across all companies and clients) |
Client contact invoice approval | Enable client contact on job for invoice approval: Check to add client contact into invoice approval workflow. For approval workflows go to settings > company approvals > sales invoice approval |
Invoice remark | Text entered here will default into the ‘final comments’ field in the header tab on new invoices |
Price quote invoice settings
| Set parameters about when a job can be invoiced:
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Blocks an invoice if no client purchase order exists/covers | Will block an invoice approval if the client purchase order field is not complete |
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