Sales Defaults

Sales defaults pre-fill common fields on invoices, estimates, credit notes, and received payments — saving you time every time you create a new document.

---

How to Access Sales Defaults

Go to Settings → Sales Defaults

---

Invoice Defaults

Setting	Description
Invoice Title	The heading on invoice documents (default: "Invoice"). Change to "Tax Invoice", "VAT Invoice", etc.
Invoice Due After	Number of days after the invoice date before payment is due. E.g. 30 = Net 30.
Default Notes	Text that pre-fills the Notes field on every new invoice
Default Terms	Text that pre-fills the Terms field on every new invoice

---

Estimate Defaults

Setting	Description
Estimate Title	Heading on estimate documents (default: "Estimate"). Change to "Quote", "Proposal", etc.
Estimate Valid For	Number of days an estimate is valid before it expires
Default Notes	Pre-filled notes on every new estimate
Default Terms	Pre-filled terms on every new estimate

---

Credit Note Defaults

Setting	Description
Credit Note Title	Heading on credit note documents
Default Notes	Pre-filled notes on credit notes
Default Terms	Pre-filled terms on credit notes

---

Received Payment Defaults

Setting	Description
Payment Receipt Title	Heading on payment receipt documents
Default Notes	Pre-filled notes on payment receipts

---

Tips

• Invoice Title: Use "Tax Invoice" if your country requires this terminology for VAT-registered businesses (common in the UAE and UK)
• Due After: Most businesses use 30 days (Net 30). Service businesses often use 14 or 7 days.
• Default Notes: Common examples include "Thank you for your business" or bank transfer details
• Default Terms: Common examples include "Payment is due within the above period" or late payment clauses

---

Frequently Asked Questions

Do default notes apply to all new invoices?
Yes — they pre-fill automatically. You can still edit or delete the notes on individual invoices without affecting the default.

Can I have different notes for different customers?
Not as a default setting. You'd edit the notes on each invoice individually. A future update may support contact-level defaults.

Can I use the invoice title for both sales and purchase documents?
Sales defaults only affect sales-side documents. Purchase defaults (for bills, POs, etc.) are configured in Settings → Purchase Defaults.