This article explains the settings for payments, credit and debit notes, purchase orders, customer invoices, and quotations in Qoyod, and how to customize numbering and standardize terms and conditions for each section.
Path in Qoyod
Settings › General Settings
Payment settings
- Payment identifier.
- Starting serial number.
Credit and Debit Note settings
- Note identifier.
- Starting serial number.
- Standardize notes, terms, and conditions.
Purchase order settings
- Purchase order identifier.
- Starting serial number.
- Standardize notes, terms, and conditions.
- Send automatic email: to suppliers after a purchase order is created.
Customer invoice settings
- Customer invoice identifier.
- Starting serial number for invoices.
- Standardize notes, terms, and conditions.
- Send automatic email: to the customer after the invoice is created.
- Customer payment reminder days: the customer receives a reminder email a defined number of days before the due date.
Quotation settings
- Quotation identifier.
- Starting serial number for quotations.
- Standardize notes, terms, and conditions.
- Send automatic email: to the customer after the quotation is created.
