General Invoicing Settings
Some general invoice settings are configured from Config > System Setup > Config.
Invoice Description Text
The Invoice Description Text that you set is the default text that is inserted into invoices that are created within the portal.
- The Description text for Purchase Invoices will apply to suppliers’ invoices.
- The Description text for Timesheets will apply in a sales (Customer) invoice.
Description texts can be configured with a combination of free text and valid tokens.
The Processing Options section includes checkboxes to indicate whether unapproved timesheets and expense reports are included when you generate:
- expense sales invoices
- expense timesheets and purchase invoices
You can choose whether to automatically use timesheets for invoicing as the default for all new Jobs under the Job Defaults subheading.
If this checkbox is ticked, you can manage individual employees’ settings on the Job.