Preferences

In the Document Preferences section, you can specify various settings for your documents. These settings include:

• Document Name:
  You may rename documents displayed in the user interface, allowing for personalized and easily identifiable document names.
• Date:
  Set the default date for new documents as either Today’s date or leave it empty. Set the desired format for dates and choose a date separator that suits your preference.
• Currency:
  Specify the default currency to be used in EasyBilling and define the number of decimal places for the subunit, if applicable.
• Font:
  Choose the default font type, font size, and writing mode for your documents.
• Margin:
  Set the page margin and address margin for your documents.
• PDF Properties:
  Specify permissions for the PDF output, such as allowing or restricting printing, editing, and copying. You can also set a digital signature for the PDF file.
• Print Duplicate:
  Show the “Print Duplicate/Triplicate” button in the document window and set the label for Duplicate/Triplicate copies.
• Price Calculation:
  By default, EasyBilling calculates the total amount of line items based on quantity. You have the option to set the price calculation by different measurements, such as length or weight.
• Tax Rate:
  Set the default tax rate and its calculation. You can also specify whether the shipping, packaging, and insurance fields are taxable.
• Deposit Rate:
  Set the default deposit rate for Proforma Invoice, Invoice, and Tax Invoice.
• Additional Fields:
  Choose to include an Insurance, Packaging, Rounding Adjustment field in the selected document.
• Amounts in Words:
  Choose to include an Amount in Words field in the selected document.
• Payment Integration:
  Configure how your customers pay you digitally
• Email Messaging:
  Pre-configure a default subject line and message body to streamline your document sending process
• Miscellaneous:
  Set the default quantity of line items, enable or disable multi-line input in the description column of line items, include an extra blank line in line items, set the minimum height of the note field, and watermark settings.