Invoices Sub Tab
The Invoices sub-tab is where you can enter the following information:
1 Service Invoice Terms |
These terms will be copied to new projects and can be edited at the project level. These terms will appear on the service invoices (time billing invoices). |
| 2. Merchandise Invoice Terms | These terms will be copied to new projects and can be edited at the project level. These terms will appear on the merchandise invoices. |
| 3. Show Thumbnails on Invoices by Default | Click on (blue) if you want images to appear on your invoices to clients by default. |
| 4. Invoice Payment Terms | Here you can select from a list of predefined payment terms that will appear on the invoices you send to clients. When you create a new project this term will be set as the default invoice payment terms, but you can change it for each project. These terms are usually pulled from QuickBooks, but can be entered manually. |
| 6. Set Item Statuses | Enter the appropriate statuses based on the corresponding actions. This is optional. |
Click the Update Active Projects with these terms button if you want to update the active projects. Warning: this will overwrite whatever terms are in those projects!