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Sales Settings

Quotes

This is where you can set the default values for correspondance related to sales quotes.

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Default Quote Document sets the default document which is generated when a new sales quote is generated.

Default Email Template sets the default email template used when a new sales quote is generated.

Next Quote Number changes the number of current sales quote which is automatically incremented everytime a quote is generated.

Days until new quotes are invalid (default) sets the default number of days a quote will become invalid after.

 

Invoices

This is where you can set the default values for correspondance related to invoices.

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Default Email Template sets the default email template which is used when a new invoice is generated.

Next Invoice Number changes the number of the current invoice which is automatically incremented everytime an invoice is generated.

Days until an invoice is due (default) sets the default number of days an invoice will be due after.

Invoice Payment Advice sets the default content of invoices.

 

For more information regarding generated documents [go here.]((?file=settings/Document%20Settings.md)