Sales Invoicing and Credit Preferences

System-wide settings for invoice and credit note generation. Configure numbering sequences, prefixes, and authorization models to ensure consistent financial documentation, compliance control, and audit trail integrity across the organization.

Settings > Sales Invoicing > Sales Invoicing and Credit Preferences

The link will open the Sales Invoicing and Credit Preferences window, which will allow the creation or amendment of a Sales Invoicing and Credit Preferences.

Click to view - Sales Invoicing and Credit Preferences - General Tab Fields and Descriptions

Field Name	Description
Invoice & Credit Note Numbering
Invoice Prefix	Enter the prefix for all Invoices.
Next Invoice Number	All invoices have a unique number, this will define the next number used for invoices.
Credit Note Prefix	Enter the prefix for all Credit Notes.
Next Credit Note Number	All credits have a unique number, this will define the next number used for Credit Notes.
Printed Invoices & Credit Notes
Prompt to Print Invoices and Credits when Issued	Check the box for a prompt to print pop up window to appear when either Invoices or Credit Notes are issued.

Click to view - Sales Invoicing and Credit Preferences - Authorisation Tab Fields and Descriptions

Field Name	Description
Invoice Authorisation
Use Authorisation Limits for Ad-Hoc (Manual) Invoices	Check the box to turn on authorisation limits for Ad-hoc Invoicing.
Use Authorisation Limits for Task Invoices	Check the box to turn on authorisation limits for Task Invoices.
Use Authorisation Limits for Contract Invoices	Check the box to turn on authorisation limits for Contract Invoices.
Use Authorisation Limits for Facilities Booking Invoices	Check the box to turn on authorisation limits for Facilities Booking Invoices.
Invoice Ranges applied to all Clients	Check the box to turn on authorisation limits for all clients - if this box is not checked the ranges will need to be applied to individual clients.
Credit Note Authorisation
Use Authorisation Limits for Credit Notes	Check the box to turn on authorisation limits for Credit Notes.
Credit Note Ranges applied to all Clients	Check the box to turn on authorisation limits for all clients - if this box is not checked the ranges will need to be applied to individual clients.

Click to view - Sales Invoicing and Credit Preferences - Credit Note Behaviour Tab Fields and Descriptions

Field Name	Description
Credit Note Behaviour
Prompt to Create new Invoice upon part Credit	Check the box for a prompt pop up window to appear when a part credit is given.
Prompt to Create new Invoice upon full Credit	Check the box for a prompt pop up window to appear when a part credit is given.
Hide Allocated Net and Allocated Tax fields on Credit Allocation	Check the box to hide the allocated tax and net fields on the credit allocation window.

Complete the fields and click Save and Close .