Invoice/Quote Settings

Tip

To access these settings, you will need to be in a group that has access to the Admin Module

These are the global settings that affect invoices and quotes and are located under Admin -> Module Settings -> Sales -> Invoice/Quotes Settings.

Contact Details

The default contact information for your business shown on quotes and invoices.

Quote Terms

Enter any terms and conditions that should be shown on quotes

Invoice Terms

Enter any terms and conditions that should be shown on invoices

Reply to Email Address

We'll email quotes and invoices on your behalf. If you don't provide a 'reply to' email address here, we'll use the one linked to the account of the person sending the invoice or quote.

Include Sender Options

CC
BCC
None

When sending invoices and quotes, it can be good to have a 'confidence' check that the quote and invoice was actually sent. By default FoxOMS CC's your accounts email address onto the email we send to the recipient.

You can protect your companies email address's by selecting BCC or choose to not be included at all by selecting None.

Default Currency

The default currency used when creating new invoices and quotes. This setting can be overridden on each individual quote and invoice.

Tax Name

The name of the tax used in your country, eg VAT or GST.

Tax Rate

The tax percentage used in your country, eg 15%.

Quote Prefix

The prefix used before quote numbers. Default is QU-

Invoice Prefix

The prefix used before invoice numbers. Default is INV-

Next Invoice Number

Allows you to override the default numbering system and choose to start the invoice counting at a different number.

Next Quote Number

Allows you to override the default numbering system and choose to start the quote counting at a different number.