Set up General Settings for Invoice
Level: Administrator
The Invoice General settings contain the default settings used when creating a new invoice or estimate, such as:
- Invoice Defaults
- Estimate Defaults
- List Setup - The following drop-downs contain lists and you can modify these lists:
- Other Cost Types
- Sales Tax
- Custom Fields - If you need extra fields, then these can be defined.
Access Invoice Settings
- Navigate to Settings > Module Settings > Invoices > General. The General Tab from the Invoice Settings screen displays.
Invoice Defaults
These are the default values used when creating new invoices and estimates.
- From the Status drop-down, select the starting status for the invoice, when it is created.
- From the Billable Labor Rate drop-down, select the default labor rate that will be used on customer invoices, unless otherwise specified on particular tasks.
Estimate Defaults
- From the Status drop-down, select the starting status for the estimate, when it is created.
List Setup
List Setup is where the drop-down options for Other Cost Types and Sales Tax are defined and more can be added.
Other Cost Types and the Sales Tax items are all shared between Work Order, Purchase Order, and Invoices modules.
Add a List Item
- Click the + icon.
- In the field, enter the name.
- Click off the name and it is saved to the list.
Rename a List Item
- Click the list item.
- Click the Rename button.
- In the Name field, enter the new name.
- Click the Pencil
icon to save the name.
Delete a list item
- Click the list item.
- Click the Delete button and the item is deleted.
Custom Fields
Custom Fields are available for any information needed that is not within the default fields. Learn more in Custom Fields.
