How do I Customize the Invoices App?

Invoices settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

Steps to Customize Invoices App

1. Log in and access Invoices App from your universal navigation menu bar.
2. Click on "Settings" icon located at the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General
  • Collaboration
  • Quick Links
  • Reports
  • Tags
• Emails
  • Email Templates
• Invoice
  • Default Invoice Lines
  • Communication
  • Notes to Customer
  • Numbering
  • Item Pricing 
  • Invoice Total
  • Invoice Payment Summary
  • Taxes
  • Quickbooks Export
  • Reminders
• Payments 
  • Payment Methods
  • Overpayments
  • Recurring Invoice
  • Recurring Billing
  • Payment Terms
  • Delay Terms
• Customize App
  • App Naming
  • Master Layout
  • Print/Web Layouts
  • List Layouts
  • Views
• Security 
  • Actions
• Interfaces
  • Embeddable URLs