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Setting your defaults

An admin sets these once and they apply to every export, on every surface.

Settings → Admin settings → Work orders → Quotes and invoices. The page saves as you type. Anyone who is not an admin sees it read-only.

Setting

What it does

Quote valid for

Days after the issue date used to fill the valid-until date

Quote terms

The terms and conditions printed on every quote

Payment due

Days after the issue date used to fill the invoice payment due date

Invoice terms

The terms and conditions printed on every invoice

Payment instructions

How the customer pays you — printed on every invoice

Your company address is set separately, under Settings → General, below the company name. It is optional, and the company block prints without an address until someone fills it in. Both pages need an admin.

You can still change the wording on an individual document in the export form. That edit applies to that document only and does not update the settings page.

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