And this is how it works...
Where can I find this function?
Navigate to ⨠Settings ⨠ Billing.
Settings - Overview
❗ IMPORTANT: These settings apply as basic settings. Individual adjustments and changes can be made per invoice (under "Create invoice" point 5.).
Standard bank account
| Set the default bank account for invoices (for invoices with QR code, the QR IBAN must be added as a new bank account first). |
Currency | Choose a default currency for your invoices. |
VAT | 1. select a default tax rate for your invoices (if you are not liable for VAT, select 0.0%). 2. Are your prices usually inclusive or exclusive of VAT? |
Document language | Choose a default language for your documents. |
Reference | Check this option to display the Reference field by default in the invoice header. |
Discount | Check this option to automatically activate discount for all invoices. |
Due date | Add a quick selection for the due date or favor a default due date. |
Delivery date | Add a quick selection for the delivery date or favor a default delivery date. |
Cash discount | Add a quick selection for discount deductions. |
Units | Add more units for use in invoices. |
Adress position | Select a position for your billing address. |
Accounto for PowerUser
These settings are global for all customers.
If you always handle a specific customer differently, you can set this as follows.
You can also define settings on customer level. To do this, select the customer via the menu item "Addresses" and edit the texts for the offers, orders or invoices for this one customer or store discounts, invoice language, delivery times, etc. specifically for this one customer.