(A) Select the next invoice number according to the desired sequence.
(B) Define billing terms (due in 30 days, 2/10n30, etc...). These terms will be copied to each invoice.
(C) Define an e-mail template for invoices. If you use the keys %name%, %telephone%, %email%, %client%, they will be replaced by the project information when sent.
(D) Click on Yes or No to indicate whether you want to automatically generate an invoice when a submission changes status to Won.
(E) Determine a collection e-mail template for invoices due. The keys in point B also apply to this template for inserting customer information.
(F) Specify the tax rates to be applied and the tax names. It's important to respect the order of sales taxes (GST first, followed by QST in Quebec).
For example, at Tax Rate 1, write 5.0, while at Tax Rate 2, write 9.975. As for tax names, simply enter either GST or QST in the appropriate box. You can also include your tax numbers after the name of the tax concerned. It's important to enter them here so that they appear on your quotations and invoices.