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invoice [2014/10/28 08:59] Lisa Adams |
invoice [2014/10/28 11:30] Lisa Adams |
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| Send via Email | | By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also [[email_options]] to set an email delay time to undo the sending of messages. | | | Send via Email | | By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also [[email_options]] to set an email delay time to undo the sending of messages. | | ||
| Save as Draft | | The invoice can be saved in a draft state. Draft invoices can be edited/deleted/saved as an invoice. | | | Save as Draft | | The invoice can be saved in a draft state. Draft invoices can be edited/deleted/saved as an invoice. | | ||
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+ | ==== Editor Settings ==== | ||
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+ | By clicking on the "(change settings") link in the first line under the table header, you will able to adjust these particular invoice settings: | ||
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+ | ^Functions ^ Sub-Functions ^ Description ^ | ||
+ | | Invoice Date | | Date when the invoice was captured | | ||
+ | | Due Date | | Select a due date for the invoice | | ||
+ | | PO Number | | This is an optional function if you work with Purchase Order numbers | | ||
+ | | Discount | | Apply a discount to the invoice | | ||
+ | | Payment Method | | Select the payment method applicable to the invoice | | ||
+ | | Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings | | ||
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