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.

To modify the sales settings, click on “Settings” in the menu on the left, then select “Sales Settings” under the “Sales” section.

For more information on assigning a custom invoice number sequence (which also applies to quote numbering), see Change Invoice Number.

In addition to setting up a custom numbering series, you can also choose to modify the payment terms after receiving a payment reversal. You can also opt to automatically attach a UBL file to the invoice and include a QR code on the invoice. This QR code makes it easy for your customers to pay via iDeal. To make the QR code visible, you need to activate a payment provider (e.g., Mollie) via Settings > App Store.

Apart from setting the invoice numbering series, you can also configure the numbering for quotes. These settings are identical to those for invoices: Layout, Prefix, and Reset number series.

Along with document numbering, there are a few other settings you can adjust in the sales settings.

For example, under “Default VAT Included,” you can specify whether amounts on documents should be shown with VAT included by default. This is useful if you mainly deal with individual customers. If your primary clients are businesses, you may want to leave this option turned off.

Under “Recurring Zero Invoice,” you can specify whether recurring invoices with an amount of €0 should be created or not.

Once all settings are correct, click “Save.”