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.

SettingDescriptionOptions
Contact DetailsEnter your contact details as they should appear when including the [contactDetails] shortcode in your Quote and Invoice Themes
Default Quote TermsEnter 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 TermsEnter 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 AddressWe’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 OptionsChoose whether you want a copy of the quotes and invoices to be sent to your email address.
  • CC
  • BCC
  • None
Default CurrencyThe default currency of the new quotes, invoices, resource rates, billable items and servicesAll standard currencies
Quote PrefixThe prefix added to quote numbers. Only applies to future quotes and will not affect existing quotes
Next Quote NumberQuote number assigned to the next created quote. This number must be higher (>) than any existing quotes generated
Next Invoice NumberInvoice number assigned to the next created invoice. This number must be higher (>) than any existing invoices generated