Sales & Operations
8 docs
Sales Configuration
Last Updated: 10 November 2026Number format, document number padding, item table layout, item catalogue, item table columns and VAT/Tax defaults for all sales documents.
Set Default Tax when adding New Item on Invoice/Quote/Job Card
Last Updated: 10 November 2026Turn VAT on or off, choose the VAT rate selected on new items and allow more than one tax per item.
Display Total Amount in Words on Invoice/Quote/Job Card
Last Updated: 10 November 2026Show the total written out in words on your documents.
Add New TAX/VAT Rate | Create TAX/VAT Rate
Last Updated: 10 November 2026Add a VAT or tax rate to use on invoices, quotes, expenses and other documents.
Delete TAX/VAT Rate
Last Updated: 10 November 2026Remove a tax rate you added by mistake, or make it inactive.
Set Base Currency (£, €, $)
Last Updated: 10 November 2026Choose which currency is your base currency.
Add New Currency
Last Updated: 10 November 2026Add another currency with its symbol and number format.