Invoice Settings
Configure invoice formatting, numbering, printing costs, and profit share calculations.
Invoice Settings
Configure how invoices are generated and calculated.
Navigate to System > Settings > Invoices to access these settings.
Invoice Reference Number Format
Customize how your invoice numbers are generated using placeholders.
Available Placeholders
| Placeholder | Description |
|---|---|
[Client] | Client code (auto-generated, 4 characters max) |
[Company Count] | Sequential invoice number starting at your configured value |
[YYYY] | Year of the invoice date range |
[MM] | Month of the invoice date range |
Example Format
Format: [Client][MM][YYYY][Company Count]
Result: ACME1220240001
Start Invoice Sequence At
Set the starting number for your invoice sequence. This is useful when:
- Migrating from another system and need to continue numbering
- Starting a new financial year with a specific number
Printing Costs
Set the price per page for printing costs. This value is used when calculating printing charges on invoices.
Enter the cost in your local currency (e.g., £0.10 per page).
Team Profit Share Calculations
Configure how profit share is calculated for your team.
Project Profit Share %
The percentage of project invoice amounts allocated as profit share. This is used for calculating staff incentives on project-based work.
RateSchedule Profit Share %
The percentage of RateSchedule revenue considered as profit for calculating staff incentives. Default is 30%.
Saving Changes
After making changes:
- Click Save Changes to apply your settings
- Click Reset to discard unsaved changes