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Configuring Classes, Terms, and Messages

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Set Enterprise Defaults

  • Login as Admin.
  • Click Settings.
  • Click My Company on the left-hand side.
  • Scroll to Invoices and click More Settings.
  • Select the proper default class/term/customer message. These are not necessary if you do not want them but if a company or project does not have anything, these will default. set_classes_1.png
  • Click Save & Close.

Set Terms or Message per Company

  • Click on Settings.
  • Click on Companies.
  • Click on desired company.
  • Select the proper Terms and Invoice Message for this company. set_classes_2.png
  • Click Save and Exit.

Set Class per Project

  • Click on Settings.
  • Click on Projects.
  • Click on desired project.
  • Within the project, click on the Details tab.
  • In the Category section, select the proper class for this company in the Department/Class field. set_classes_3.png
  • Click Save & Exit.
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