Working on the docs

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Hillel Coren 2016-08-30 17:03:07 +03:00
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credits
quotes
tasks
settings
.. _advanced-settings:

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After selecting the desired tax settings, youll need to choose a tax rate for the invoice, or for each line item. To select a tax rate, click on the arrow at the right side of each Tax field that appears on the invoice. A drop-down list will open, featuring all the tax rates you created. Choose the relevant tax rate from the list. It will automatically apply and the figures in the invoice will adjust accordingly.
.. TIP:: The currency of the invoice will be according to the default currency specified for this client when you created the client.
Now that weve completed the general invoice information, its time to finish creating your invoice by specifying the job/s youre billing for, the amounts due for each job/line item, taxes, discounts and final balance due. Let's explore the various columns of the invoice, from left to right along the orange header bar:
- **Item**: This is the name of the item you are billing for. You can either enter the details manually, or by selecting one of the set items created by you at the Product Settings stage. To select a set item, click on the arrow at the right side of the item bar and choose the relevant item from the drop-down list. To enter the item manually, click inside the field and enter the item. Here are some examples of an item: 1 hour programming services OR 5 pages translation OR 1 hour consulting.

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Settings
========
Company Details
"""""""""""""""
In this section, youll set up your personal profiles basic settings including your Users, Personal Logo, Location Details, Currency, and Time Zone.
Online Payments
"""""""""""""""
When you open an account, this is one of the most important steps youll need to take towards getting paid. Here you can choose your payment type, payment gateway, and accepted credit cards. Please note that you must first set up an account with a payment gateway to integrate. We integrate with over 30+ payment gateways: https://www.invoiceninja.com/partners/
Product Library
"""""""""""""""
The product library has the ability to store all off the various products you offer to clients, along with cost and a notes section per product. You can add as many products as youd like, and they will all appear in the item dropdown when you create an invoice, saving you time and hassle. Auto-fill and Auto-update settings are available for further ease of use when working with products frequently.
Notifications
"""""""""""""
We offer a variety of e-mail notification settings which include whether or not youd like a notification when an invoice is sent, paid, viewed, or approved.
Import/Export
"""""""""""""
If you have client data to import or export, this is the place to upload or download.