The sales settings in InformerOnline are standardized in such a way that, right after creating an account, you can immediately issue an invoice or a quote. It’s up to you whether you want to keep the default sales settings or adjust them according to your preferences and needs. This includes options like invoice numbering and the due date for an invoice.
Sales settings
To modify the sales settings, follow the steps below:
Navigate to Settings in the left-hand menu;
Select Sales Settings.
Invoice Number Settings
The main purpose of the sales settings is to modify the numbering sequence of sales invoices and quotations.
For more information on changing the numbering sequence, refer to How do I change my invoice number?
In addition to modifying the numbering, there are other settings that can be adjusted:
Edit payment condition reversal after: Automatically update the payment terms of the invoice after one or more chargebacks;
Post invoices on draft date: Enable this to retain the specified invoice date when sending;
UBL: Enable this to include a .xml file (the UBL) with every sales invoice.
If the Trade module is activated, you can also configure the numbering sequence for sales orders.
General Settings
Under general settings, a few additional options can be found:
Default to including VAT: Enable this setting if you mainly invoice private customers. In this case, sales invoices will automatically be calculated with VAT included;
Recurring zero invoice: Enable this setting if you frequently use €0 recurring invoices. If this setting is disabled, the system will not generate a €0 recurring invoice.
Save once the settings are configured as desired.