Document Settings

Customize your business documents (invoices, quotations) according to your needs and brand identity.

Quick Setup

Numbering

• Variables: {YEAR} (year), {NUMBER} (sequential number)
• Examples:
  • Quotations: QUO{YEAR}-{NUMBER} → QUO2025-0001
  • Invoices: INV-{YEAR}-{NUMBER} → INV-2025-0001
• Padding: Use 4 digits for professional format (0001, 0002…)

Content Customization

• Header notes: Welcome messages, customer contact
• General terms: Payment conditions, terms of sale
• Footer notes: Legal mentions, complete contact details

Display Options

• Shipping address: Enable if you physically deliver

Pro Features

• Multi-currency: Select different currencies per document
• Custom branding: Remove E-invoice logo
• Client portal: Dedicated access for consultation and payments

Setup

1. Access: Company menu > Settings > Documents
2. Define: Numbering formats and padding
3. Customize: Header notes, terms, footer
4. Enable: Display options and Pro features

Best Practices

• Consistency: Same format throughout the year
• Prefixes: Differentiate quotations (QUO-) and invoices (INV-)
• Conciseness: Short and professional texts
• Legal mentions: Include all mandatory information

Troubleshooting

Numbering: Use exactly {YEAR} and {NUMBER}, save and test Missing notes: Check entered content and regenerate document Pro features: Verify subscription or contact support

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Need help? Contact our technical support.