Sales
To modify Purchase Invoice Settings
- Select “Purchases” from the navigation menu.
- Select “Purchase Invoice Settings“.
- Click the card “Purchase Invoice“.
- Adjust Purchase Invoice Settings as required.
- Next P.I. Number: A sequential auto-number of the next purchase invoice.
- Note that the P.I number is modifiable. For more information, please refer to the tutorial “Auto-Numbering Sequence“.
- “Update product prices after purchase invoice” Checkbox: Check to update the price of the registered purchase price in the product file after each purchase invoice.
- “Autopay purchase invoices if the supplier has available credit” Checkbox: Check to pay the purchase invoices automatically if the supplier has sufficient credit on the account.
- “Mark Purchase Invoices as Already Paid by Default” Checkbox: Check to automatically mark all purchase invoices as paid.
- “Purchase Invoice Manual Statuses” Checkbox: Check to enable customization of the purchase invoices statuses manually.
- Click “Edit Statuses List” to customize color-coded purchase invoice statuses list.
- “Custom Journal Description” Checkbox: Check to customize the purchase invoice journal description in Accounting by adding your own text and placeholders referring to the “Full Variables Guide“.
- Next P.I. Number: A sequential auto-number of the next purchase invoice.
- Click “Save”.