This page briefly explains all the fields available on the Client Invoice Defaults Page
For more complicated fields, there will be links provided to supporting articles.
What are Client Invoice Defaults?
Invoice Defaults are used to populate the Client Details of an invoice when generating an invoice for this client.
Should I use Client Invoice Defaults or Job/Project Billing Details?
When there is one set of criteria for invoices, regardless of how many Jobs/Projects there are created for this Client, you can use the Client Invoice Defaults.
However, in most cases, Job Billing Details are used for this information as there are more options available. For people using only basic invoicing features, then Client Invoice Defaults is a good alternative.
What if I have entered information into both?
The rule of thumb is that if conflicting Job Billing Details are entered, the Job Billing Details will take precedence over the invoice defaults.
If there are no Job Billing Details, then Invoice Defaults will be used.
Invoice Alternate Name
Used if the invoice name is different from the client name
Invoice Recipient
This selection box will automatically populate all the recipient details if you have entered information in the Client People Screen.
Invoice Recipient Role
The role of the person who receives the invoice.
Invoice Recipient Email
Email address used for who will be sent the invoice. You can add multiple people by separating them with a semicolon (the same as Outlook or Gmail).
Client GST/ABN
The client’s own GST/ABN number if they require you to show it on the invoice.
Invoice Default Address
This selection box will automatically populate all the address details if you have entered information in the Client Address Screen.
Postal Line 1, 2, 3, 4, 5
Postal Address to show on the invoice.
Post Code
Postal Code to show on the invoice.
Client Tax Number
Enter/edit the tax number for the client here. It is also editable from Invoice And Other Office Settings or when creating an invoice.
Purchase Order Required
Indicates whether a purchase order is required when creating a Job/Project.
Default Purchase Order
The default purchase order when creating a Job.
Never Add GST
If ticked, the invoice won’t add GST unless you specifically change the option on the invoice.
Invoice Terms
This allows the terms to be specific to the client rather than the system default invoice terms.
Due Date Calculation
This allows the due date to be specific to the client rather than the invoice system settings’ default due date.
Day/s
This allows the day’s calculation to be specific to the client rather than the invoice system settings’ default invoice days calculation.
Abtrac KB# 2179