Invoice Settings

Clicking on the “Invoice” tab allows you to set the invoice information like tax/vatno, legal name etc. It also allows you to add Default Message on Invoice, and Invoice E-mail Templates. You can set the tax calculation method on this page, which will be used at the time of creating the orders.

If “tax calculated type” is other than “no tax calculation”, then you will be able to enter the default tax rate as well which will get populated automatically while creating the order.

Among the 3 Invoice pdf templates you can specify your preferred Invoice template.

From this page you can specify your accounting integration method and can configure to it.

For configuring to QuickBooks online, select “QuickBooks online” from the “Accounting Integration” dropdown and click on the “Connect” button.

After authorized, a page with additional QuickBooks settings will be open up, specify the Default Income Account and save.

 

Once it is saved, three buttons will be shown below the “accounting integration” field. Using these, you can verify the connection, change the online settings again and disconnect the QuickBooks online.

If you want to configure to “QuickBooks Desktop”, select “QuickBooks Desktop” from the “Accounting Integration” dropdown then Other fields will be shown and default values will get populated automatically. These values can be changed based on the settings or values that you have setup in “QuickBooks Desktop”.

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