Difference between revisions of "Client default settings"
From Protemos Wiki
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[[file:Client profile change def sett butt.png|border|1000px]] | [[file:Client profile change def sett butt.png|border|1000px]] | ||
| − | It will display the '''Change default settings''' page where you can set your client's default currency, payment conditions, and locale of invoices: | + | It will display the '''Change default settings''' page where you can set your client's default currency, payment conditions, and the locale of invoices: |
[[file:Client default settings change page.jpg|border|700px]] | [[file:Client default settings change page.jpg|border|700px]] | ||
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==PDF locale of client invoices== | ==PDF locale of client invoices== | ||
| − | By default, the system uses the locale (language,date and time) of invoices specified in the '''<U>[[Account#Default settings|'''"Default settings"''']]</U>''' of your account whenever client invoices are generated. | + | By default, the system uses the locale (language, date and time) of invoices specified in the '''<U>[[Account#Default settings|'''"Default settings"''']]</U>''' of your account whenever client invoices are generated. |
But here you may define the different one only for this particular client. | But here you may define the different one only for this particular client. | ||
Revision as of 11:08, 8 August 2019
Go to the client profile you need, scroll down to the Default settings section, and press "Change default settings":
It will display the Change default settings page where you can set your client's default currency, payment conditions, and the locale of invoices:
Note: The necessary payment methods can be created in the Payment methods settings.
PDF locale of client invoices
By default, the system uses the locale (language, date and time) of invoices specified in the "Default settings" of your account whenever client invoices are generated.
But here you may define the different one only for this particular client.
Note: The PDF locale setting defined in a specific client's profile overrides the default one specified in the account default settings.
