From the Shortcuts form, click Preferences (or from the Edit menu, select Preferences).
- (1) Customize
Choose to customize what is printed on an invoice including the note, font style and color along with images, etc. (See Customizing Invoices & Adding Images for more information).
- (2) Date
When creating a new invoice, choose whether the Current Date or Last Date Used is displayed by default.
- (3) Print Copies
After creating an invoice, if printing, allows you to specify how many copies of the invoice are to be printed.
- (4) Next Number
Displays the next invoice number
- (5) Sample Follow-up
When adding a sample to an invoice, a task will be created in the calendar the number of days specified in the future after saving the invoice to follow up with them.
- (6) Invoice Follow-up
A task will be created in the calendar the number of days specified in the future after invoicing the customer to follow up with them to re-order.
- (7) Email Invoice
Choose whether invoices are emailed by default (See Email an Invoice for more information).
- (8) Add Sales Tax for shipping
Choose whether or not tax is calculated on shipping.
- (9) Track Backordered product
Choose whether to track when an item is invoiced to a customer that you do not currently have any in stock
- (10) Display Direct Ship reminder
When creating an EZShip or Guest Check invoice display a pop-up as a reminder that the items will not be removed from your current on-hand amounts and that an inventory order will automatically be created.
- (11) Birthday Discount
If selected, during a contact's birthday month, they will receive a discount automatically when invoiced.
- (12) Customer Premiums
Choose whether or not to be prompted to add a premium (gift with purchase) when a customer's invoice reaches the specified threshold amount.