Difference between revisions of "Client default settings"

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(PDF locale of client invoices)
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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.
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By default, for all newly created clients, the system uses the locale  (language, date and time) of invoices specified in the '''<U>[[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 12:14, 8 August 2019

Go to the client profile you need, scroll down to the Default settings section, and press "Change 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:

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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.

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Note: The PDF locale setting defined in a specific client's profile overrides the default one specified in the account default settings.