These are not used automatically on any documents, and are only accessible from the admin portal. These make great places to set stock disclaimers or clauses, to clarify policies about liability and responsibility up front and in print on every document. The terms and footers appear below any Public Notes attached to your documents. All you need to do is set it once here and we'll take care of the rest! Note, you can always override these values by editing them directly in the entity. These will be injected into the document automagically for you. Terms and Footers - The terms and footers text inputs allow you to define default for each. Quote Valid Until - Similar to Invoice Payment Terms, you will select a length of time in days, from the list of payment terms time lengths. You can configure custom payment terms by clicking the Configure Payment Terms button Invoice Payment Terms - The payment term defined in 'days'. The defaults are system wide - company level defaults, this will applied at every level of the application they refer to. The image you select should be 300x300 for best results, and there are no restrictions to the size of the file you upload, but it will cause issues with PDF invoices easily if you do not follow the standard 300x300 pixel resolution practice for logos. The company logo image will appear on default invoice layouts, and in the company selection widget in the top left corner of the Admin Portal UI. Image uploaded here will be saved in the public/storage directory like other uploaded files. These fields should all be self explanatory, and apply to most if not all businesses in any country. On most default invoices and other documents, you also see all of the data entered in these fields as well. Industry - A browsable, searchable list of preset categories to describe the field your company is in.Size - Approximate number of employees in this company.Phone - Support contact phone number for your companyĪny data entered in here is generally for reference purposes in the admin portal, and don't appear on default documents.Email - General company contact email, or sales contact email would go best here.VAT Number - A value added tax identification number or VAT identification number is an identifier used in many countries, including the EU, for value added tax purpose.ID Number - Your company's business number, or tax identification number. Emails and websites will be clickable links in PDFs. DetailsĪny data entered in this first box of custom fields will all appear as your company's details section, in most default invoice layouts and other records. The Company Details section is where you configure your address, upload your company logo and also set your company defaults. Select the company you want to view settings for. Settings found here relate to the currently selected company, from the company selection drop-down widget in the top left corner of the admin portal UI. If you search for email, color or any other term you’ll find all of the relevant settings. The settings search is a great way to find settings that are configured in multiple places.
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