On the same line as in the other parts of the Invoice module, you will still have the left menu with all the different main menu choices, in addition to having a separate menu for Settings.
This is divided into:
Company
Here you enter all the information regarding your own company.
Order
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Payment time: Here you can choose what should be the default payment time based on the invoice date. It is not possible to set custom default payment time in the order settings, it may need to be done per customer or changed directly on an order.
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Order Status : Chooses which order status a new order should receive automatically
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Price calculation: Here you can choose whether the prices in the shopping cart should be shown incl. or excl. VAT
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Discount calculation : What discount you want to take advantage of. "None" means that it does not take into account discounts. "Customer" means that it only takes into account the discounts set up on the CRM's settings card. “Discount matrix (Category / Customer)” means that the discounts are calculated based on the discount matrix set up by customer categories (under Finance - Products - Discount matrix). “Discount matrix or customer” first searches for any discount matrix on the customer and chooses in case it does, and if you do not have this on the customer it searches for the flat discount that you set in the Settings tab of the Customer Card in CRM. “Product price groups” take into account product price groups that you enter into Finance - Products - Product price groups.
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Order reference: Here you choose whether it is the owner of the selected company or the logged in user who will come up as “our reference”
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Rounding : It should be rounded to the nearest NOK 0.1, NOK 0.5, NOK 1 or no rounding.
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Resting: Here you choose whether to generate a residual on order
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Invoice text: If you have a text that is to be included on all invoices, enter it here
Invoice fee
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Enable: Check if you want it to generate invoice fees
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Amount: Can here set what amount the invoice fee should be on
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Boundaries: Invoice fee is generated if the amount of the invoice is below the limit set here
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Product: In order for invoice fees to be used, it must be linked to a product that has been created
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Invoice Burial Text: Whether to choose the default invoice fee text "Invoice fee" or whether the product name should come up
consolidated Invoice
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Use heading: Here you choose yes or no to use the heading in the fields below
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Headline: Gives you the choice between order, package slip and none
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Headline content: Here you can choose whether to show both order number and order date, or only one of them
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Add customer reference
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Add delivery address
Accrual settings
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Income Account
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Inter-company Account
product Settings
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Adding product: Gives you the choice between focusing on the search box or doing nothing. This is true in Search Products, that when you have searched and added products to an order, the cursor will automatically return to the search box if you set the setting for it. The setting that says Don't Do Anything, then it doesn't set the cursor to the search box.
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Show details: This can be unchecked if you want to see product details when adding a product to an order, or you can choose not to have it checked and do not want to see these details
Distribution Settings
This menu option applies to those who want to enable or have activated Invoice distribution. Enabling this allows you to send electronic invoice (EHF), e-mail and invoices by mail at a single click, and that the system automatically selects the distribution method that is best for the customer in question.