In the general section, you will find settings that are related to different parts of the invoices module.
There are settings specific to related functions, which are in the same settings menu.
General
This section has the following settings:
- From task: When a new invoice is created, you can decide how the invoice title is created from tasks. You can choose one of the following:
- Task title
- Customer name
- From subscription: When a new invoice is created, you can decide how the invoice title is created from subscriptions. You can choose one of the following:
- Customer name
- Subscription
- Subscription + month
- Subscription + month/year
- Standard
- Invoice info: When an invoice is sent to a parent company, the information that should be printed on the invoice can be one of the following:
- Parent company
- Original company
- Prefix: A prefix can be set for temporary invoice numbers
- Additional receivers: Persons with a specific role can be added as invoice receivers. The choice can be any of the roles you may have created for persons. For more on this, please refer to the CRM module's person roles
- Task # in text 2: If checked, MORE HERE
Files & folders
This section has the following setting:
- Automatically include files: If checked, files and folders within tasks will be included automatically