quote_proforma
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quote_proforma [2014/10/28 09:25] Lisa Adams created |
quote_proforma [2014/10/28 11:32] Lisa Adams |
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| | Save Line | | if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line. | | | Save Line | | if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line. | | ||
| | 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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quote_proforma.txt · Last modified: 2014/11/05 12:11 by Lisa Adams
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