Difference between revisions of "Client default settings"
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It will display the '''Change default settings''' page where you can set your client's default currency, payment conditions, and the PDF locale of invoices: | It will display the '''Change default settings''' page where you can set your client's default currency, payment conditions, and the PDF locale of invoices: | ||
| − | [[file: | + | [[file:Change V and C default settings.png|border|700px]] |
<span style="color:red"> '''Note''':</span> The payment methods you need can be created in the '''<u>[[Payment methods]]</u>''' settings. | <span style="color:red"> '''Note''':</span> The payment methods you need can be created in the '''<u>[[Payment methods]]</u>''' settings. | ||
Revision as of 13:24, 29 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 PDF locale of invoices:
Note: The payment methods you need can be created in the Payment methods settings.
PDF locale of client invoices
By default, for all newly created clients, 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.
