Invoice, Credit Note and Quote Options

Show Item Code column

Enable this checkbox to view the Item Code column.

Always display shipping address

Enable this checkbox to display the customer's shipping address in invoices even when it is the same as billing.

Show Discount column

Select this option to display the Discount column on 'Create New Invoices and Quotes' windows.

Print salesperson name

Enable this checkbox to print the salesperson on invoices and quotes.

Hide Bill To and Ship To labels

Enable this checkbox to hide Bill To and Ship To labels.

Replace %TEXT% in comments

It is sometimes useful to print the Record number/Record total amount/Customer name in the foot or note comments. To do this enter in the foot/note comments with the word NUMBER, AMT, CUSTOMER, SUPPLIER circumfixed with percentages, i.e., %NUMBER% that way whenever a record is issued the %NUMBER% will be replace with the actual record number , %AMT% for total record amount, and %CUSTOMER% with record's customer name.

Invoice Options


Print due date

Enable this checkbox to print the due date on invoices.

Add 'Paid' text on invoices that have been paid

Enable this checkbox if you want to place a 'Paid' text at the top of paid Invoices printout.

Add 'Overdue' text to invoices that are overdue

Enable this checkbox if you want to place an 'Overdue' text at the top of Invoices that are overdue.

Invoice items table uses full page height

Enable this checkbox if you want the items table to occupy the whole page.

Print QR Code

Enable this checkbox if you want to print QR codes that link to online payment options on your invoices. This requires online payment options are set up in payment settings

Payment URL QR Code

Enable this radio button if you want to print QR codes and a link to online payment options like Paypal/Bambora/Stripe Connect on your invoices

Custom URL Code

Enable this radio button if you want to print a URL that link to online payment options on your invoices

'Swiss' QR Code (EU use only)

Enable this radio button if you want to print Swiss QR bill at the bottom of your invoices.
The Registered number under Business Settings refers to the Account/Payable to number.
The Business and Customer address should have three lines. Address line one should include street and building number or P.O.Box i.e. "Grosse Marktgasse 28". Address line two includes the postal code and town address i.e "9400 Rorschach". Lastly, the third line should contain the two-letter country code according to ISO 3166-1 i.e. "CH"

Late Payment Reminder


Automatically send this reminder

You can select the number of days before or after the due date for a reminder.

Subject

You can enter your won Subject title here or use the default title.

Body

You can enter your own Body message here or use the default message.

Automatically send another this reminder

You can select the number of days before or after the due date for another reminder.

Subject

You can enter your won Subject title here or use the default title.

Body

You can enter your own Body message here or use the default message.

Late Fees


None

This option indicates that no late fees should be calculated.

Interest Rate

Enabling this option will set late fees to calculate a monthly interest rate on invoices' principal amount once they're overdue.

Flat Fee

Enabling this option will set late fees to calculate a monthly fee on invoices' principal amount once they're overdue.

Grace Period

This setting specifies the number of days after an invoices due date passes before a late fee will accrue if set to do so.

Auto-calculate

Enabling this option causes overdue invoices to automatically accrue late fees without user input.

Invoice Numbering

Prefix (optional)

The invoice number prefix is optional. You can enter digits or characters to be used in front of any invoice number.

Number

This is the current invoice number. It increases every time you record a new invoice.

Note and Foot Comments

Text entered here will appear at the bottom of the invoice printout or pdf. Choose an alignment and font size for the text. The foot comment will appear beneath any note comment.

Default Email Message

Text entered here will appear as the default email message. If your message contains "[name]" or "[num]" these strings will be replaced by the corresponding customer name and invoice number.

Auto BCC all emails

Enable this checkbox if you want to copy all emails to the email address specified in "BCC Email Address" below

BCC Email Address

This field specifies the email address to which emails will be copied if "Auto BCC all emails" is enabled

Text SMS

In the Text SMS settings, you can select your preferred method for sending SMS to your customers.

Save Settings

Click this button to record the changes made on this tab.