To get here, head to Admin > Invoices - Preferences.
Enable the Deposits feature: For more information on Deposits, refer to this article.
Save Invoices to Dropbox: This will put a copy of Invoice PDF files in your dropbox account.
Enable electronic signatures on Payment screen: Allows you to receive signatures electronically with a touch screen display, or Topaz signature Pad.
Enable Topaz Signature Pad: For more information on this, refer to our Supported Hardware article.
Enable Upsell Opportunities: Allows you to add opportunities to upsell products on your invoices. Refer to this article to add upsells to products.
Last Invoice Number: Changing this will allow you to reset your Invoice numeric ordering.
Invoice Terms: You can add multiple Terms to apply to new Invoices you create. Review this in more depth in our Invoice Terms article.
Disable Tax: Removes taxes from all Inventory by default.
Disable Quick Payments button: Removes the Quick Payment option in Invoices and POS:
Retry Failed Payments for Recurring Invoices: Enables the application to automatically attempt to bill your customers again after a failed payment was made on a Recurring Invoice.
Enable Invoice Admin Payment Verification: This enables a column of checkboxes on the Invoices listing screen where you can track "Paid" invoices manually. This is typically used if you have a bookkeeper that verifies actual deposit of funds in the bank for payments taken by your techs.
You can check the boxes but not uncheck them. If you make a mistake, open the invoice, click Edit, uncheck the Paid box, then click Update Invoice.
When this setting is enabled, it also adds a Paid column to the Invoices Export report.
If you want non-Global Admins to be able to check the boxes in the Paid column, go to Admin > Security Groups, edit a group, enable the Payments - Verify setting, and Update Group.
Do not include the Ticket details on the Invoice PDF: When unchecked, this adds ticket details and comments to the invoice using the template found in Admin > PDF/Email Templates > Invoice Template > Invoice Ticket Template tab. When checked, it removes those ticket details from the Invoice PDF, shortening the Invoice length and keeping the comments internal.
Retry Failed Payments for Recurring Invoices: Enables the application to automatically attempt to bill your customers again after a failed payment was made on a Recurring Invoice. The application will try approximately every 3 business days to retry the payment up to 3 times.
Automatically email paid Invoice PDF to Customer after Portal Payment: A invoice PDF would be emailed to the primary email address on the customer account after payment is made.
Disable all Payments via the Customer Portal: Turn off all payments from the Customer Portal
Disable Portal Payments for this Customer Custom Field: Select a Customer Custom Field that will have all Customer Portal Payments disabled.
BCC All Invoices Here: Enter a email address that will have all invoices blind copied and sent to.
VAT Registration Number: Enabling this will put your VAT Registration Number on your printed receipts after refreshing your templates.