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It contains four sections, ‘Invoice Settings’, ‘Estimate Settings’, ‘Purchase order Settings’, ‘Proposal Settings’. Click on the ‘Invoice Settings’ tab. It shows the form to update Invoice changes.

 


  1. Invoice prefixPrefix of the invoice
  2. Invoice friendly reminderIt sends the invoice friendly reminder email
  3. Invoice collection reminderIt sends the invoice collection reminder email
  4. Invoice due afterNumber of days for invoice to be due
  5. Invoice second reminderIt sends the invoice second reminder email

  1. Default termsDefault note of the invoice

  1. Choose fileImage shows as background in invoice print
  2. Send email when recurIt sends reminder email for recurring invoice
After filling the required fields, click on the save changes button to save the changes of invoice settings or click the cancel button to clear the changes made
To Update ‘Estimate settings’, click on ‘Estimate settings’ Tab. It shows the form of Estimate settings

  1. Estimate prefixPrefix of the estimate
  2. Estimate expire afterNumber of days for estimate to be expire
  3. Estimate friendly reminderIt sends the estimate friendly reminder email
  4. Estimate second reminderIt sends the estimate second reminder email
  5. Estimate final reminderIt sends the final reminder email

  1. Estimate termsDefault note of the estimate
After filling the required fields, click on the save changes button to save the changes of estimate settings or click the cancel button to clear the changes made
To Update ‘Purchase order settings’, click on ‘Purchase order settings’ Tab. It shows the form of Purchase order settings

  1. Purchase order prefixPrefix of the purchase order

  1. Purchase order termsDefault note of the purchase order
After filling the required fields, click on the save changes button to save the changes of purchase order settings or click the cancel button to clear the changes made
To Update ‘Proposal settings’, click on ‘Proposal settings’ Tab. It shows the form of Proposal settings

  1. Choose new proposalDisplays default values for new proposal template
  2. Proposal prefixPrefix of the proposal
  3. Second reminderSends second reminder email of proposal
  4. Proposal template nameTemplate name of the proposal
  5. First reminderSends first reminder email of proposal
  6. Third reminderSends third reminder email of proposal
  7. Available merge fieldsFields, which user can add in template
  8. Template bodyTemplate body of the proposal
After filling the required fields, click on the save changes button to create the new template of proposal or click the cancel button to clear the changes made
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