The sales settings allow you to select and customize an invoice, estimates, and sales receipt templates. In this section, you will set payment terms for customers. If you have a few customers whose payment terms differ, you can customize payment terms when you add a new customer. If you offer discounts to customers or require upfront deposits, you can turn on these features here.
The following is a screenshot of the settings for sales:
The following is a brief explanation of the information you can update/change in the sales settings:
- Customize: This setting allows you to customize the look and feel of the invoices, estimates, and sales receipt forms. By clicking on the Customize look and feel button, you will be able to select a template design, add your company logo, colors, and font, and determine what information you would like to appear on each form.
- Sales form content: In this section, you can select the default payment terms for most customers. For example...