This is an old revision of the document!
Function | Sub-Functions | Description |
---|---|---|
Next Invoice Number | This will be the next invoice number used you may also want to use {client}/(Invoice Number)to quote the client number first | |
Next Client Number | This will the next number assigned to your next client, a combination of letters and numbers can be used. | |
Invoices and Statements via Email | Select whether to send Invoices and Statements attached as a PDF or not. | |
Payment Processed Emails | Select whether or not to send a notification to your client once their payment is processed. | |
Invoice Ahead | Configure your invoices to be sent ahead of its due date | |
Date Automatic (recurring and service) Invoices | This will the due date set on all auto-generated invoices | |
Automate Emailing of Invoices | Select whether or not to have invoices automatically sent to clients, if not you will need to manually send each invoice. | |
Quote or Proforma | Select whether to have Proforma Invoices or Quotations, once accepted by the client these will convert into invoices |