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Customer and invoice configuration
Customer and invoice configuration

Create a default setup to be applied to all new customers

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

If you have selected a default company setup this area will already be present for you however, as these are generic fields you can change this to reflect your company's own preferences.

From the Sales > Customers > Customer setup, it's possible to create a default configuration for all new customers:

Customer setup

Invoice setup

In this first section of the page it is possible to configure a whole series of data relating to customers:

The customer group and payments terms can be applied differently when creating your customers.

The invoice setup suggests the text you would like for your invoice lines, the invoice layout, the booking text to show once the invoice has been booked, this will be reflected on reports such as the customer ledgercards etc.

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