#Invoices
Defaults and behavior for sales invoices. Changes affect new invoices only — existing ones keep the values they were saved with.
- Numbering — Prefix (INV-), Next number, Auto-increment numbers.
- Default text — Customer notes and Terms & conditions pre-filled on new invoices.
- Behavior — Allow editing sent invoices, Show QR code on invoice PDF, Hide zero-value line items, Attach expense receipts in PDF, Notify me of online payments, Send a thank-you note automatically (when paid) and Include receipt with thank-you note.
#Estimates, Receipts, Credit Notes
The same Numbering and Default text cards for each document type. Receipts add Posting — whether new receipts close (post) on save.
#Templates
The PDF designs your documents print with — one library for invoices, estimates, sales orders, receipts, credit notes, bills, purchase orders, payments and statements. The list shows Name, Type, Layout, Default, Predefined and Created, with Edit, Make default and Delete (predefined templates cannot be deleted).
New template (or Edit) opens the full-screen editor: a rail of Template sections on the left, a live preview on the right.
| Section | What you control |
|---|---|
| General | Template properties (Template name, default), Layout (Classic, Modern, Compact, Document), Paper size (A4, Letter, A5…), Orientation (Portrait / Landscape), Margins, Font, Font size, Font color, Accent color, Background colour or image, Date format. |
| Header & Footer | Logo (position, size), Show document title, Title, Header background color, the accent stripe, Footer text, Page number (format and position), Signature. |
| Transaction Details | Organization details (which lines show), Customer details (Customer block label, Ship-to label), Document information (which fields and labels). |
| Table | Item row and Item description columns, Table header, Table border, Border color, Label color. |
| Total | Document summary rows (subtotal, discount, tax, shipping, total, amount in words) and their labels. |
| Other Details | Notes, terms, bank details and any other block the document kind supports. |
Every document uses its organisation default template unless the customer (Contacts → Documents) or the document itself (Manage invoice → Design) picks another.
#Payment Terms
Reusable due-date rules used as defaults on invoices, bills and estimates. New payment term: Name (Net 45), either Due on receipt or Days until due, and a Description. Built-in terms (System) can be edited but not deleted.
#Payment Methods
Online card payments — the connection state (Connected / Not connected) with a link to the Stripe integration — and the Accepted cards shown on invoices and the payment page.
#Withholding Tax
The TDS categories a vendor can carry: name, code, the statute section printed on certificates, rate, whether it is deducted on the bill or on payment, a single-bill threshold and a cumulative threshold, the liability account (empty = Withholding Tax Payable), and validity dates. A new organization is born with its country's set — the Nepal TDS categories, India's 194C/J/I/H, US backup withholding — and nothing is deducted until a vendor carries one. A category with deductions recorded against it cannot be deleted; deactivate it instead.