Settings:-How to set general settings for invoice module .(New Design)

Step 1. Login to an application with valid credentials.

Step 2. click on settings module.

Step 3. Click on invoices under preferences.

Step 4. Applied the settings.

status settings

Control when invoice statuses change based on viewing or due dates.

invoice Number and Prefix/Suffix

Set up custom prefixes and numbering for invoices.

reminders and notification

Manage automated reminders and notifications for clients.

Payment and Tax options

Configure payment methods and tax settings for invoices

Discount And Pricing

Apply and manage discounts at item or total level.

Invoice Display Options

Customize how invoices are shown to clients and in PDFs

Language And Translation

Enable language Translation for client facing invoices.

Customization Options

Set default invoices title and notes.

Step 5. Click on update button.

Updated on: 27/05/2025