Preferences
In the Document Preferences section, you can specify various settings for your documents. These settings include:
- Document Name:
User may rename documents displayed in the user interface, allowing for personalized and easily identifiable document names. - Date:
Set the default date for new documents as either Today’s date or leave it empty. Set the desired format for dates and choose a date separator that suits your preference. - Currency:
Specify the default currency to be used in EasyBilling and define the number of decimal places for the subunit, if applicable. - Font:
Choose the default font type, font size, and writing mode for your documents. - Margin:
Set the page margin and address margin for your documents. - PDF Properties:
Specify permissions for the PDF output, such as allowing or restricting printing, editing, and copying. You can also set a digital signature for the PDF file. - Print Duplicate:
Show the “Print Duplicate/Triplicate” button in the document window and set the label for Duplicate/Triplicate copies. - Price Calculation:
By default, EasyBilling calculates the total amount of line items based on quantity. You have the option to set the price calculation by different measurements, such as length or weight. - Tax Rate:
Set the default tax rate and its calculation. You can also specify whether the shipping, packaging, and insurance fields are taxable. - Deposit Rate:
Set the default deposit rate for Proforma Invoice, Invoice, and Tax Invoice. - Additional Fields:
Choose to include an Insurance, Packaging, Rounding Adjustment field in the selected document. - Amounts in Words:
Choose to include an Amount in Words field in the selected document. - Order/Payment URL:
Choose to include an Order/Payment URL field in the selected document. - Miscellaneous:
Set the default quantity of line items, enable or disable multi-line input in the description column of line items, include an extra blank line in line items, and set the minimum height of the note field.