Sales & CRM settings

The settings are grouped under Invoices, Estimates, Proposals and Sales documents. Each one explains itself in a line under its name and says Using the default until you change it; for example Default days until an invoice is due fills the due date on a new invoice. Change what you need and press Save changes.

Under Document numbering each document (invoice, credit note, estimate, proposal, payment receipt) has a default shape: its Prefix, Digits and Number format, and when to Restart the count. Each company keeps its own series; the table shows the number it has used up to and its Next number. An empty box follows the default. Each row has its own Save.