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.