In order to have a clear idea about Invoice settings, Go through Purchase Order Settings.

Apart from the fields that are similar to the ones in purchase orders the remaining fields that exist in Invoice settings are discussed below,

Company name on Invoice: The name of your company which is displayed on your invoice page.

Company address: The Address of your company

Authorized person: The company Authorized person name.

Authorized person Designation: Designation of your Authorized person.

Authorized person signature: Authorized person signature.

Invoice Logo: Invoice logo which is displayed on the invoice page.

Add Invoice Payments to Income: If Yes, then the amount will be added to Incomes.

Sale Agent: If Yes, the Sale agent name is shown on Invoice.

Default Category: While making a payment, the category should be shown default.

Default Recurring Invoice Category: While making a payment, the Recurring Invoice category should be shown default.

All the changes that are made in this receipt settings module will reflect in Accounting –> Incomes when we click on Receipt button.

Company Name: Name of the company that you desire to be displayed on the receipt.

Address : Address of your company name.

Phone : Company phone number.

Email : Company email id.

This will reflect on the translations module to translate the language within the system, by any time that we can update the API key of it.

Some of the fields that are common in both quote order settings and purchase order settings are clearly explained in Purchase Order Settings,

Remaining fields that are present in quote settings are explained below,

Company name on quote: Name of the company that you desire to be displayed on the receipt.

Company address: Address of your company

Authorized person: Name of the person who has authority over the company.

Authorized person Designation: Designation of your Authorized person.

Authorized person signature: Authorized person signature.

Quote Logo: Quote logo which is to be displayed on the quote page.

Show Sale Agent name on Quote or not: Manage the condition whether to display the sale agent name or not.

Predefined Client & Admin Notes, Terms & Conditions: These are predefined text that will be displayed on the quote.

Invoice Cronjob settings will run automatically by giving period of time duration to perform operations.

Hour of day to perform automatic operations: It will perform operations automatically according to hours to be fixed.

Auto send reminder after (days): It will set the number of days after that days completed the reminder automatically send to the customer.

Auto re-send reminder after (days): It will set the number of days after that days completed the reminder automatically re-send to the customer.

Tasks Reminder Notification Before: It will set the number of days accordingly tasks reminder notification will be sent.

Enable Task Reminders: If yes, task reminders will be show to the opposite person vice-versa.

These setting featured to create the invoice from recurring invoices when its status is paid. It can generate the new recurring invoice auto-send to the customer.

By making Cronjob settings, we can easily track the Users who are not paid and whom to send auto-reminders to make the payment.