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.
There are numerous Invoice pdf templates. Test them and see which template meets your needs. Select your preferred template.
The "Accounting Integration" dropdown allows you to specify the export file type you want to create. This export file can be imported into your accounting system. If we don't have an export file in the correct format for your accounting system, let us know what format you need, and we will create an export file for you.
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”.
