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invoice [2014/10/28 08:59]
Lisa Adams
invoice [2014/10/28 11:30]
Lisa Adams
Line 14: Line 14:
 | 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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invoice.txt ยท Last modified: 2014/11/05 12:08 by Lisa Adams