Prepayment and Credit Note settings
Numbering, automatic actions, conversion, and PDF content.
On the Proforma Invoices tab, you can set the prefix, next number, default prepayment percentage, and due date. You can also choose to disallow Save documents with a zero amount.
Automatic actions allow you to send the Proforma Invoice to the customer, convert it into a Invoice after payment or customer confirmation, and transfer the default comment and terms. Since these actions create new records, please first verify the numbering, lines, VAT, and emails using a test document.
The Credit Notes tab manages separate numbering, automatic sending, and PDF content. Enable the display of the project, salesperson, signature, Items images, codes, and EANs according to your document layout.
On both tabs, you can configure the VAT calculation based on the total amount and specify separate PDF filenames for Lithuanian (LT) and English (EN) versions.