Invoice Defaults

The Invoices settings page holds what every invoice of the dealership carries. The page has four tabs: Company, Defaults, Payments and Numbering.

Requirements: Changing the settings needs the permission Edit Invoices & Settings. By default, the owner and managers hold this permission. Other members see the fields as read-only.

Save the company details and signatureCopy Anchor Link

1. Open Settings, then Invoices.
2. On the tab Company, fill the fields in the card Company Details: Street address, City, Postal code, Phone, Email, Tax number, Registration number and Website. Every field is optional.
3. In the card Signature, drag an image onto the frame, or select Upload. The file must be JPEG, PNG or WebP and at most 2 MB.
4. Select Save Changes in the bar Unsaved Changes.

The signature saves as soon as the upload finishes. The toast Signature saved confirms the upload. Select Replace to upload another image. Select Remove to delete the signature. The signature prints above the signature line at the foot of every invoice.

The company details print in the invoice header. The header also carries the company name and logo from the company profile.

Set the defaults for new invoicesCopy Anchor Link

1. Select the tab Defaults.
2. Choose Language, Amount format and Date format.
3. Optionally, fill Payment terms and Closing note.
4. In the card Custom Fields, select Add field and fill Label and Value. Remove a row with the delete button on the row.
5. Select Save Changes.

A new invoice opens with these values. Each value can be changed on the invoice itself. An invoice prints at most 10 custom fields. Rows without both a label and a value are not saved.

Add payment detailsCopy Anchor Link

1. Select the tab Payments.
2. Select Add. The dialog Add Payment Details opens.
3. Choose a Type: Bank transfer, PayPal, Cryptocurrency or Other.
4. Fill Payment Name and the fields of the type. A bank transfer needs Bank name, Account name and Account number. PayPal needs PayPal email address. Cryptocurrency needs Currency and Wallet address.
5. Select Save.

Each invoice selects which payment details to print. Archive removes a payment detail from the list that the invoice form offers. Restore brings it back. The pencil button edits an entry. The bin button opens the choice Keep or Delete.

Set the invoice number formatCopy Anchor Link

1. Select the tab Numbering.
2. Fill Prefix. The prefix holds at most 12 characters.
3. Fill Digits with a whole number from 1 to 8.
4. Read the field Example. The field shows invoice number 1 in the chosen format.
5. Select Save Changes.

A new dealership starts with the prefix INV- and 8 digits. Invoices are numbered in sequence for the dealership. A number is never shortened, even when it has more digits than the setting.

NotesCopy Anchor Link

• The settings have no default tax rate. The tax is set on each invoice.
• The company cover photo does not print on invoices.
• One save bar writes the changes of all four tabs, except the signature and the payment details. Those save on their own.
• An invalid value in Digits sends the reader to the tab Numbering with an error toast.