Templates subtab (Client)
In this tab, you can:
in the Invoice Numbering section, specify how to number invoices and credit notes. Select the appropriate scheme from the Invoice Numbering Scheme and Credit Note Numbering Scheme dropdown lists. For details, see the Add a numbering scheme guide.
in the Document Templates section, select the templates you want to use for documents sent to this client. To do so, select the required template from the dropdown list next to the document types. For details of how to add or edit custom document templates, see the Templates – Document templates article.
In the E-mail Templates section, select the message that will be sent to the client along with the deliverables from a completed task.
To add a new template, click the Add button. For details, see the Create a custom e-mail notification template guide.
The template’s type and localization cannot be changed at this level.
From the Preferred Language for E-mails dropdown list, select the language of the e-mails. If the language you choose here differs from the language of the templates you have chosen in the Document Templates section of this tab, you will see warnings next to those templates.
in the Miscellaneous section:
select the default method(s) for receiving payments from this client. You can select several methods that will be the default ones for different currencies. For example, you can have a separate bank account in EUR and another one in GBP. If the invoice for this client is in EUR, the system will automatically select the EUR account as a payment method while adding a new payment from this client. If the invoice is in British pounds, the system will select the GBP account.
Important
In the Default Payment Method, you will see only the methods you have configured in the
Configuration Menu > System Values: Basic > Payment Methods. For details, see the Configure payment settings for vendors and clients | Define payment methods for clients guide.leave a note that will be displayed in the client’s invoice. Click the
icon to open an Invoice Note text popup window.