Invoice Settings

You can adjust several invoice settings to fit your company's needs. These include:

  1. Invoice Prefix - The letters that are added to the beginning of your invoice numbers to indicate that the document is an invoice.

  2. Credit Note Prefix - The letters that are added to the beginning of your credit note numbers to indicate that the document is a credit note.

  3. Starting Invoice Number - Set the number for your first invoice so that you can continue from your existing invoicing system.

  4. Discount Column - Set this to "Hide" if you don't want to display the discount column when the invoice doesn't have any discounts.  Set to "Show" to always display the discount column, even if the discount is zero.

  5. Default Sales Tax Rate - the default sales tax percentage applied to your invoices. This can be changed when creating invoices.

  6. Default Tax Treatment - This is the setting for how your invoices will calculate tax by default. Options include tax inclusive (tax is included in invoice total), tax exclusive (tax is added to invoice total), and tax exempt (no tax). This can be changed when generating invoices.

  7. Invoice Instructions - Default instructions or terms to include on the invoice. This can be changed when generating invoices.

  8. Service Column - Easily show or hide the service column on invoices. This column displays the service name for lessons, packages and charges.

To adjust these settings, follow these steps:

  1. Go to the Account & Settings tab and click on Account Settings.

  2. Scroll down to the Invoice Settings section.

  3. Select the option for the setting that you want to change.

  4. Save the form.

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