| Setting | Description | Options |
|---|---|---|
| Contact Details | Enter your contact details as they should appear when including the [contactDetails] shortcode in your Quote and Invoice Themes | |
| Default Quote Terms | Enter the default terms and conditions that should be prefilled on quotes, and then output when including the [quoteTerms] shortcode in your Quote themes | |
| Default Invoice Terms | Enter the default terms and conditions that should be prefilled on invoices, and then output when including the [invoiceTerms] shortcode in your Invoice themes | |
| Reply-to Email Address | We’ll email quotes and invoices on your behalf. If you don’t provide a ‘reply to’ email address here, we’ll use the one linked to the account of the person sending the invoice or quote. | |
| Include Sender Options | Choose whether you want a copy of the quotes and invoices to be sent to your email address. |
|
| Default Currency | The default currency of the new quotes, invoices, resource rates, billable items and services | All standard currencies |
| Quote Prefix | The prefix added to quote numbers. Only applies to future quotes and will not affect existing quotes | |
| Next Quote Number | Quote number assigned to the next created quote. This number must be higher (>) than any existing quotes generated | |
| Next Invoice Number | Invoice number assigned to the next created invoice. This number must be higher (>) than any existing invoices generated |
Sales
Global Sales Settings
Configure settings related to Quotes and Invoices for all Users
The Global Sales Settings window allows administrators to customise settings that affect Quotes and Invoices for all users. To open this settings window go to Sales -> -> Global Sales Settings.