Miscellaneous Information
Invoice Prefix, Credit Prefix, Purchase Order Prefix - (REQUIRED) By default when you first add a company the program enters a prefix for Invoices, Credits, and Purchase Orders. You may change them to anything you like, however they cannot be blank or the program will give you an error.
Starting Invoice #, Starting Credit #, Starting Purchase Order # - (REQUIRED) By default the first number will 00000001. You may change this to any numbering system you like however it will increment in values of 1. i.e., 12122006 would become 12122007 and 20060001 would become 20060002. You can have up to 99,999,999 Invoices, Credits, and Purchase Orders.
Start New Invoices as Quotes - (OPTIONAL) Check this box if you wish new Invoices to be Quotes.
Add Purchase Order to Business Expenses - (OPTIONAL) Check this box if you wish to automatically add any Purchase Orders to your Business Expenses database.
Use Finance Charge - (OPTIONAL) Check this box if you wish to add finance charges to the billing reports. You should note that finance charges are only added to Billing not Invoices or Invoice Payments.
Default Finance Charges - (OPTIONAL) Enter a default value for a Finance Charge.
Auto Add Customer, Vendors, and Inventory to databases - Checking this box will turn off the message you get when adding new items to the customer, vendor, or inventory items for Invoices and Purchase Orders. You will not get a message, the item will be added to the database and you will have an entry in the To-Do list to complete the item information at your choosing.