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

• Log in and access Invoices App from your universal navigation menu bar.

• Click on the 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

• SMS Templates

• Notifications

• Update Notifications

• Invoice

• Conversion

• Default Invoice Lines

• Communication

• CPQ

• Notes to Customer

• Numbering

• Item Pricing

• Pricing

• Discount

• Invoice Total

• Invoice Payment Summary

• Taxes

• QuickBooks Export

• Reminders

• Service Provided Tasks

• Sub Invoice

• Triggers

• Work Flow

• Approval Flow

• Accounting Rules

• Invoice

• Payments

• Payment Methods

• Overpayments

• Recurring Invoice

• Recurring Billing

• Payment Terms

• Delay Terms

• Payment Schedule

• Intelligence

• Charts

• Dashboard

• Customize App

• App Naming

• Master Layout

• Print/Web Layouts

• List Layouts

• Sort Ranges

• Views

• Reports

• Group Listing Reports

• Security

• Actions

• Data Sets

• Data Access Sets

• Interfaces

• Portal URL