Invoice Settings

To do invoice settings:

  • In the Action Bar, click the Invoice Settings icon and under Modules, select Invoice.
  • The image below explains the invoice settings in InTimeCRM.

    Invoice Settings

    For more information on setting Invoice ID format, and Expiration date, refer to Frequently Asked Questions.

    Initial Setup

    Setting Email Template for Quotes

    Setting Email Template for Invoices

    User Settings

    Frequently Asked Questions