Change Preferences

In this article, we will explain you more about what are the various options there are in Preferences.

iOS

From Side menu tap on Customization under Settings.
Tap on Preferences.
Select a tax option from Exclusive, Inclusive and I don’t use tax, of your choice.
Tap on Discount. Select a discount option (Item Level Discount, Invoice Level Discount, Both Item and Invoice Level Discount and I don’t give Discount) of your choice. For more detail on discount options click here
Tap on Item Code. If you use Item code/Product code (like HSN/SAC code, etc) for products/items then select yes.
Tap on Shipping. If you charge shipping charges then select yes.
Tap on Late Fee. If you charge Late Fees then select yes.
Tap on Adjustment. Adjustments helps you to round off the Grand Total. It accepts -ve values as well. If you want to use Adjustments then select yes.
After tapping on yes option of Adjustments, you can also change the Adjustments label text. This label text will get reflected on document PDF.
Same thing you can do with Grand Total label text. This label text will get reflected on document PDF.
Tap on Save.
After saving when you will create new documents (Invoice, Estimate, P.O, Credit Note) then these saved preferences changes will get reflected in those new documents. Old documents (Invoice, Estimate, P.O, Credit Note) will not get affected they will remain as it is.
These saved preferences will be set as default.

Open an Invoice
Tap on Preferences Settings option at the top.
Modify preferences as per your choice.
Tap on Save.
This will change the preferences for specific document only it will not change the default preferences saved in Settings-> Customization -> Preferences.

From Side menu tap on Customization under Settings.
Tap on Preferences.
Select a tax option from Exclusive, Inclusive and I don’t use tax, of your choice.
Tap on Discount. Select a discount option (Item Level Discount, Invoice Level Discount, Both Item and Invoice Level Discount and I don’t give Discount) of your choice. For more detail on discount options click here
Tap on Item Code. If you use Item code/Product code (like HSN/SAC code, etc) for products/items then select yes.
Tap on Shipping. If you charge shipping charges then select yes.
Tap on Late Fee. If you charge Late Fees then select yes.
Tap on Adjustment. Adjustments helps you to round off the Grand Total. It accepts -ve values as well. If you want to use Adjustments then select yes.
After tapping on yes option of Adjustments, you can also change the Adjustments label text. This label text will get reflected on document PDF.
Same thing you can do with Grand Total label text. This label text will get reflected on document PDF.
Tap on Save.
After saving when you will create new documents (Invoice, Estimate, P.O, Credit Note) then these saved preferences changes will get reflected in those new documents. Old documents (Invoice, Estimate, P.O, Credit Note) will not get affected they will remain as it is.
These saved preferences will be set as default.

Open an Invoice
Tap on Preferences Settings option at the top.
Modify preferences as per your choice.
Tap on Save.
This will change the preferences for specific document only it will not change the default preferences saved in Settings-> Customization -> Preferences.

From side menu click on Settings -> Customization -> Preferences
Select a tax option from Inclusive, Exclusive and I don’t use tax, of your choice.
Click on Discount. Select a discount option (Item Level Discount, Invoice Level Discount, Both Item and Invoice Level Discount and I don’t give Discount) of your choice. For more detail on discount options click here
Click on Item Code. If you use Item code/Product code (like HSN/SAC code, etc) for products/items then select yes.
Click on Shipping. If you charge shipping charges then select yes.
Click on Late Fee. If you charge Late Fees then select yes.
Click on Adjustment. Adjustments helps you to round off the Grand Total. It accepts -ve values as well. If you want to use Adjustments then select yes.
After clicking yes option of Adjustments you can also change the Adjustments label text. This label text will get reflected on document PDF.
Same thing you can do with Grand Total label text. This label text will get reflected on document PDF.
Click on Save.
After saving when you will create new documents (Invoice, Estimate, P.O, Credit Note) then these saved preferences changes will get reflected in those new documents. Old documents (Invoice, Estimate, P.O, Credit Note) will not get affected they will remain as it is.
These saved preferences will be set as default.

Open an Invoice
Click on Preferences Settings button at the top.
Modify preferences as per your choice.
Click on Save.
This will change the preferences for specific document only it will not change the default preferences saved in Settings-> Customization -> Preferences.

Updated on February 22, 2021