INVOICE LAYOUT STRUCTURE
The invoice layout is shown below. Hover over the question mark and you will receive all the information.
CONTACT "To the attention of" field. See main menu CONTACTS - CHANGE, [Invoice fields] tab.
CONTACT "Detail" field. See main menu CONTACTS - CHANGE, [Invoice fields] tab.
Filling it in happens automatically. Which fields are included can be found at main menu SETTINGS - BASIC, [Contacts] tab.
If you have a Mollie account then a QR code can be set if desired. This code contains a payment link and can easily be scanned with a cell phone.
Basic setting is at main menu SETTINGS - MOLLIE.
Thereby, when creating or changing an invoice, the payment link can still be adjusted via tab [Payment link]
When creating/changing an invoice, you will see a tab [Features] Here you can change the attribute of your customer/contact and so can the dates.
Optionally, when creating/changing an invoice, you can add a text that will be placed before the invoice lines, which can be found under the [ tab.Introtext]. On-site icons are available to save or retrieve frequently used texts,
Company name can be changed via main menu INSTITUTIONS - COMPANY DATA.
Spacing between invoice lines can be set. Go to main menu SETTINGS - LAYOUT (customize house style), see the 2nd tab.
Invoice lines can be shown including or excluding VAT. If you create a new CONTACT and it is a private person it will default to VAT inclusive. You can in the CONTACT, tab [Supplement data] change this.
Also, when creating the invoice itself, the [ tab can be used.Presentation] herein another choice to be made.
Columns can be enabled/disabled. See main menu SETTINGS - BASIC, [Presentation] tab.. Or similarly specifically for 1 invoice when creating the invoice itself, see also tab [Presentation].
Invoices can be presented in another language ( the PERIFACT program remains Dutch).
When creating a new CONTACT, the [ tab can be used.Additional data] the invoice language can be adjusted. This can always also be adjusted on the spot when creating an invoice for that particular invoice in tab [Presentation].
Texts can be customized via main menu SETTINGS - LABEL TEXTS
Here the status of the invoice is shown.
The invoice summary can be aligned up or down. See main menu SETTINGS - LAYOUT (customize house style) and then the 2nd tab.
A default footer for 'all' invoices can be set via main menu SETTINGS - LABEL TEXT, [Footers] tab.
Optionally, when creating/changing an invoice, you can add a text that will be placed as the closing text, you can find it in the [ tab.Closing text]. On-site icons are available to save or retrieve frequently used texts,
Company information can be displayed at the bottom of the invoice. Go to main menu INSTITUTIONS - BUSINESS/TEXTS.