Guide - My Company / Ordering / Delivery Notes / Invoicing

Delivery Notes

This is where you manage your default Delivery Note settings.
Here you can select the Default Delivery Note Format, either Priced or Unpriced.
You can also choose a Default Text to Appear on the Delivery Note:

Additional Notes For Delivery Note can be used to add notes to all customers in addition to customers Text To Appear on Delivery Note.

         

Highlighted in the boxes below are where your messages and notes will appear on the Delivery Note

Invoicing
    

Invoicing lets you manage your default Invoicing settings.
In general, you can change the Default Invoice Frequency (either daily or weekly), as well as the
Default Text To Appear on Invoice.

Additional Notes For Invoice can be used to add notes to all customers without overwriting customers Text To Appear on Invoice.

In Payment Terms you can manage and create custom default payment terms for your invoices.
To choose default terms use the drop-down menu at the top. You can also view and delete all your Payment Terms below.

Click Add Payment Term to create custom terms.
Complete the fields and then save.
You should then be able to select it as the Default Invoice Payment Terms:

Highlighted in the boxes below are where your messages and notes will appear on the Invoice

 



For customer specific messages and notes to display on Delivery Notes and Invoices
Please see the following on how to set these up -
Guide - Individual Customer Delivery Note & Invoice Settings

N.B. If using XERO, an invoice Due Date will be calculated based on the customer’s payment terms.