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Invoicing document defaults

Example: invoicing document settings
Example: the quote settings; the General tab also includes the document logo and invoice settings.

Administrators open Account Settings → Invoicing → General Settings → General. These settings provide defaults for quotes and invoices.

  1. Under Document logo select Gallery, choose an image and use its gallery action. The choice immediately posts the logo URL; the same logo is used on quotes and invoices. An image must be available in the gallery. Check the response and reopen the page to verify.
  2. In Quote settings and Invoice settings, select each value and confirm its inline editor. Title, Serial prefix, Starting sequence, Company information and Terms and conditions are separate saves; blank entries are rejected. Enter numeric starting sequences for quotes and invoices. Use a valid numeric sequence and verify the saved value.
  3. For each document type, set Payment link to Enabled or Disabled. This does not connect a gateway; configure an appropriate gateway separately. Quote settings additionally offers Link quotes to deals Enabled or Disabled.
  4. Check the response for each field and reload to verify. A later failure does not undo earlier saves. For example, set the quote title to “Example Co quotation,” confirm it, and reopen to check it.

Invoicing settings