Click General Settings below the gear icon to open the settings page.
The default VAT rate is the VAT rate AdminPulse will use (during registration, when a new price is added to the price list, or during invoicing) when no other rate is available.
The default resource ledger account is used in the same way.
More info about the integrations between AdminPulse and other software packages can be found here. More info about mail to 'Documents' can be found here.
Default invoice expiry type
Default number of days for invoice expiry
Do you want a structured message or the invoice number for reference?
Current fiscal year - next fiscal year
Invoicing PDF creation
Default invoice language
If you want the same text on all invoices (like "Season's greetings!"), put that text here. If you have different texts for different customers, set that text in their relation files.
Invoice detail type
- None: doesn't show the registrations
- At a separate page: puts the registrations on a separate page in the same PDF as the invoice itself
- In a separate file: puts the registrations in a different file as the invoice itself
AdminPulse has several options for sending your invoices.
Invoice proposals can be numbered on a different date than the date on which the proposal was created. If you enable the option Autosend invoices numbered on future date, this invoice will be sent automatically.
You can choose the function of the Send invoice-button on the summary page of the invoices with the option Open mail editor on hotkey send invoice: send the email directly or edit it first.
Each email is based on a template. The contents of the templates can be adjusted in the Mail template settings.
Fill in "reply to" the email address to which the recipient of the invoices can send questions or comments.
The email in which the invoice is sent may contain an additional attachment (the sales conditions, for example). Choose a file from your own computer that will be sent with each invoice. This file will be stored in AdminPulse and will be sent along with each invoice.
Do you want to check if your customers have paid their invoices? In this section you can enable payment monitoring. Tick the checkbox next to "Enable payment monitoring". More about adding payments can be found here.
Do you want AdminPulse to automatically send reminders to late payers? Check this box and determine the regularity of the reminders in the reminders settings screen.
Do you want the customer to receive an e-mail after he has paid? Then turn on "Autosend payment confirmation mail". Two templates will become available to thank your customers for full or partial payment. These can be adjusted on the page Mail Template Settings.
Here you can set the way in which time registration is done from the task board. Read more about this setting here. You can also choose the standard price list item to be used for this registration here. Read more about the price list here.