From the Edit menu, select Preferences, then click on the Invoice tab.
- Customize: Choose to customize what is printed on an invoice including the note, font style, and color along with images, etc.
- Date: When creating a new invoice, choose whether the Current Date or Last Date Used is displayed by default.
- Print Copies: Specifies the default number of invoice copies to print which also can be adjusted from the invoice
- Next Number: Displays the next invoice number
- 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.
- Invoice Follow-up: A task will be created in the calendar for the number of days specified in the future after invoicing the customer to follow up with them to re-order.
- Email Invoice: Choose whether invoices are emailed by default.
- Add Sales Tax for shipping: Choose whether tax is calculated on shipping (For Canada, options for tax on shipping are located under the Tax tab).
- Track Backordered product: Track when an item with zero on hand is invoiced to a customer
- Display Direct Ship reminder: When creating a Direct Ship 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.
- Birthday Discount: If selected, during a contact's birthday month, they will receive a discount automatically when invoiced.
- Customer Premiums: Choose to be prompted to add a premium (gift with purchase) when a customer's invoice reaches the specified threshold amount.