Documents settings

In this place you can customize some informations displayed on invoices.

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  • Company details. You can hide business details on invoice. Tip: That is useful if you want include company logo with business details.
  • Shipping address. Show or hide shipping address on invoice.
  • Due Date. Show or hide Due Date.
  • Purchase Order. If you do not need show purchase order uncheck this option. Tip: You can use Pruchase Order field for other purposes.
  • Payment term. Show or hide invoice payment term.
  • Payment method. Show or hide payment method on invoice.
  • Show salesman. Show or hide selesperson on invoice.
  • Bank account. Show or hide default bank account. You can edit your bank accounts in Bank Accounts section.

Items table

You can show or hide the following columns:

  • Row number.
  • Code column. Show/hide product code.
  • Unit of measure.
  • Discount.
  • Amount column.
  • Unit price column.
  • Subtotal column.
  • Product description. Product description will be displayed under product name.
  • Tax 1 column. Hide tax 1 amount column.
  • Tax 1 % column. Hide tax 1 percentage column.
  • Tax 2 column. Option available only if you use multiple tax rates. Hide tax 2 amount column.
  • Tax 2 % column. Option available only if you use multiple tax rates. Hide tax 2 percentage column.
  • Tax 3 column. Option available only if you use multiple tax rates. Hide tax 3 amount column.
  • Tax 3 % column. Option available only if you use multiple tax rates. Hide tax 3 percentage column.
  • Total column.

Invoice summary

You can show or hide the following fields on invoice summary:

  • Tax Total. Hide tax total in summary. This should be unchecked for non-Vat, non-Tax Invoices.
  • Show subtotal.
  • Show paid. Show or hide total amount paid for invoice.
  • Show balance due. Show or hide balance due.
  • Show currency symbol in Summary. If you do not want display currency symbol next to values in summary uncheck this option.
  • Discount to whole invoice in Summary. If you applied discount to whole invoice you can show it in items table or in Summary.
  • Show currency name in Total field. You can show currency name like GBP, USD, EUR etc. in Total on invoices. If unchecked - currency symbol will be displayed instead eg. £, $, €.