| Setting |
Description |
Default |
| Header Title Text |
This text displays in the top left hand side of the window. |
FusionInvoice |
| Default Company Profile |
If using more than one company profile, a default may be set. This default company profile will be
selected when creating quotes and invoices.
|
Defaults to the initial company profile created during installation. |
| Version |
The current version of your installation. Pressing the Check for Update button will check to see if
any
updates are currently available.
|
|
| Skin |
Multiple skins are available which control the color scheme of your installation. |
fusioninvoice |
| Language |
The default system language. The language may also be set per client so they can see their quotes,
invoices and Client Center
in their own language.
|
en |
| Date Format |
The format in which to render dates. |
m/d/Y |
| Use 24 Hour Time Format |
This is currently used only for the Time Tracking add-on. |
No |
| Timezone |
The default system timezone. |
|
| Display Client Unique Name |
By default, the Client Unique Name field displays only when a client name is not unique. You may
choose to always display the Client Unique Name field instead.
|
Only When the Client Name is Not Unique |
| Address Format |
If you enter addresses into the individual address fields (Address, City, State, Postal Code,
etc), then
the Address Format might be entered as such:
{{ address }}
{{ city }}, {{ state }} {{ postal_code }}
If you enter the entire address into the single Address field already in the format which you
want it to display, then
the Address Format should be entered as such:
{{ address }}
|
{{ address }}
{{ city }}, {{ state }} {{ postal_code }} |
| Number of Decimals for Quantities and Amounts |
The number of decimals available in the quantity and amount fields. |
2 |
| Number of Decimals for Tax Rounding |
The number of decimals used when rounding calculated tax amounts. |
3 |
| Base Currency |
The default system currency. The currency may also be set per client. |
US Dollar |
| Exchange Rate Mode |
If set to Automatic, the exchange rate will automatically adjust itself on a quote or invoice when
the quote or invoice
is set to a currency other than the base currency. If set to Manual, then it expects it will be
manually entered.
|
Automatic |
| Results Per Page |
The number of results per page to display on list pages (clients, quotes, invoices, payments, etc).
|
15 |
| Custom Fields Display Columns |
The number of columns that each custom field utilizes. |
1 |
| Tag Cleanup |
This removes all tags that have been created, but are not currently being used
|
|
| Setting |
Description |
Default |
| Default Invoice Template |
The default system invoice template. The template may also be set per invoice. |
default.blade.php |
| Default Group |
The default system invoice group. The group may be overridden when creating a new invoice. |
Invoice Default |
| Invoices Due After (Days) |
The number of days after the invoice date which an invoice is due. This value is required and must
be numeric. |
30 |
| Default Status Filter |
Visiting the Invoices list will list invoices of this status by default. |
All Statuses |
| Default Terms |
Default terms may be entered so they are automatically filled in on newly created invoices. Changing
the default terms does not affect previously created invoices.
|
|
| Default Footer |
Default footer text may be entered so it is automatically filled in on newly created invoices.
Changing
the default footer does not affect previously created invoices.
|
|
| Automatically Email Recurring Invoices |
Determines whether newly generated recurring invoices are automatically emailed. |
Yes |
| Automatically Email Payment Receipts |
Determines whether payment receipts are automatically emailed when online payments are made. Also
determines whether or not the Email Payment Receipt checkbox is checked by default when manually
entering
a payment.
|
No |
| Online Payment Method |
When an online payment is made, this is the payment method which will be assigned to the payment.
|
|
| Allow Entering Payments on Invoices Without Balance |
If you'd like to allow overpayments to be entered on invoices, set to Yes. |
No |
| If Invoice is Emailed While in Draft
Status |
Depending on your workflow, you may want the date of an invoice which is in draft status to
automatically set itself to the current date prior to being emailed.
|
Keep Invoice Date As Is |
| Setting |
Description |
Default |
| Default Quote Template |
The default system quote template. The template may also be set per quote. |
default.blade.php |
| Default Group |
The default system quote group. The group may be overridden when creating a new quote. |
Quote Default |
| Quotes Expire After (Days) |
The number of days after the quote date which a quote expires. This value is required and must be
numeric. |
15 |
| Default Status Filter |
Visiting the Invoices list will list invoices of this status by default. |
All Statuses |
| Automatically Convert Quote to Invoice When Client Approves |
Determines whether or not a quote should be automatically converted to an invoice once a client
approves the quote through the quote's public link. |
Yes |
| When a Quote Is Converted to An Invoice |
An invoice converted from a quote may either retain the terms which were entered on the quote or it
may use the default invoice terms. |
The invoice should retain the terms from the quote |
| Default Terms |
Default terms may be entered so they are automatically filled in on newly created quotes. Changing
the default terms does not affect previously created quotes.
|
|
| Default Footer |
Default footer text may be entered so it is automatically filled in on newly created quotes.
Changing
the default footer does not affect previously created quotes.
|
|
| If Quote is Emailed While in Draft Status
|
Depending on your workflow, you may want the date of a quote which is in draft status to
automatically set itself to the current date prior to being emailed.
|
Keep Quote Date As Is |
| Setting |
Description |
Default |
| Email Sending Method |
This is the method the system will use to deliver email. |
|
| SMTP Host Address |
If SMTP is selected as the email sending method, enter the SMTP server address. |
|
| SMTP Host Port |
If SMTP is selected as the email sending method, enter the SMTP port. |
|
| SMTP Username |
If SMTP is selected as the email sending method, enter the SMTP account username. |
|
| SMTP Password |
If SMTP is selected as the email sending method, enter the SMTP account password. |
|
| SMTP Encryption |
If SMTP is selected as the email sending method, select the appropriate form of encryption. |
|
| Allow Self-Signed Certificate |
If you are using a self-signed certificate and receive a certificate error when sending email,
set this value to Yes. Otherwise, keep it set to No.
|
No |
| Always Attach PDF |
When set to Yes, all automatic outgoing email will attach the invoice or quote PDF. |
Yes |
| Reply To Address |
This will set the reply to header in outgoing email. |
|
| Send Email Test to |
Allows you enter an email address and send a test email to check email settings. You must save your
settings prior to using this function. Any errors encountered will be displayed along with fix
suggestions. |
|
| Always CC Address |
When present, the address entered will always be selected as a CC recipient of every outgoing email.
|
|
| Always BCC Address |
When present, the address entered will always be selected as a BCC recipient of every outgoing
email. |
|
| Quote Email Subject |
The customizable, default subject for outgoing quote emails. |
|
| Default Quote Email Body |
The customizable, default body for outgoing quote emails. |
|
| Invoice Email Subject |
The customizable, default subject for outgoing invoice emails. |
|
| Default Invoice Email Body |
The customizable, default body for outgoing invoice emails. |
|
| Overdue Email Subject |
The customizable, default subject for outgoing overdue invoice emails. |
|
| Default Overdue Invoice Email Body |
The customizable, default body for outgoing overdue invoice emails. |
|
| Upcoming Payment Notice Email Receipt Subject |
The customizable subject for outgoing payment notice emails. |
|
| Upcoming Payment Notice Email Body |
The customizable body for outgoing payment notice emails. |
|
| Overdue Invoice Reminder Frequency |
A comma separated list of days after an invoice is due to send the reminder. Leave empty to disable
overdue invoice reminders. For example, a value of 1,5,10 would send reminders 1, 5 and 10 days
after the invoice is due. |
|
| Upcoming Payment Notice Frequency |
A comma separated list of days before an invoice is due to send the reminder. Leave empty to disable
upcoming payment notices. For example, a value of 1,5 would send notices 1 and 5 days before the
invoice is due. |
|
| Quote Approved Email Body |
The customizable body for outgoing quote approved emails. |
|
| Quote Rejected Email Body |
The customizable body for outgoing quote rejected emails. |
|
| Payment Receipt Email Subject |
The customizable, default subject for outgoing payment receipt emails. |
|
| Default Payment Receipt Body |
The customizable, default body for outgoing payment receipt emails. |
|
