Setup your company's default invoice details and markup.
Company Details
- Legal Name - Business name. Populates the [BusinessLegalName] field on document templates.
- Address - Business address. Populates the [BusinessAddress] field on document templates.
- Tax/VatNo - Business ABN number. Populates the [BusinessTaxNumber] field on document templates.
Invoice Details
- Default Project PO Markup Percentage - Sets the default markup used when invoicing billable purchase orders in a project's quick invoice dashboard.
- Project Purchases Billable by Default? - When adding purchase orders to projects, set the billable status to true by default.
- Append Source Description to Invoice Description on Creation - Adds the project or stock sale description to the default invoice description.