Contact Settings
Contact Settings is an action that contains invoice-related parameters for a contact. It can be found in the header of the Invoice card.
The content is identical to the Accounting → Invoices subtab in the Contact card in the Contacts Module.
Description of Contact Settings Sections
The following blocks are available:
Payer Settings – Settings for the contact acting as a payer.
Clients: Clients for whom this contact acts as a payer. If a client has exactly one payer, this payer is automatically selected in the Invoice card when the client is chosen. This also applies to automatic bank statement processing, where clients are matched with payers. Clients are added using the button.
Invoice issued by: The own company (from the admin panel) interacting with the payer. When a payer is selected, the corresponding ‘Issued By’ is automatically filled in.
Contract: Contract number.
Contract date.
Print contract in invoice: Displays the contract number in the printed invoice by default (Miscellaneous tab of the invoice: Show in Invoice → Contract №).
Client Settings – Settings for the contact acting as a client.
Default invoice services currency: Default currency for services (used if ‘Single Currency Mode’ is enabled in the admin panel).
Issued By Settings – Settings for the contact acting as an issuing party.
Print “As agent only” on invoice: Displays “As agent only” in the printed invoice by default (Miscellaneous tab of the invoice: Show in Invoice → As agent only).
Print ship owner on invoice: Displays the ship owner in the printed invoice by default (Miscellaneous tab of the invoice: Show in Invoice → Ship Owner).