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Frequently Asked Questions

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How do I set default invoice values?

Default values are parameters that once predefined allow you to send documents faster and easier, automating the process. So, instead of completing a range of fields by hand whenever you issue a document, those fields will automatically populate for you. Follow the steps:

1. Click on ‘Configurations’, ‘Default values’ menu and complete with relevant information

How do I set default invoice values? - step 1

How do I set default invoice values? - step 2

– Fill in the fields to set the invoicing default values and defaults for notes / explanations

How do I set default invoice values? - step 3

  • Fill in the fields to set the Default values for Header Notes

How do I set default invoice values? - step 4

Do not forget to save the information!

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