Quote Settings
The general settings page sets a lot of options that will change the look & feel of the whole application or that are needed for some special purposes.
General settings
Setting | Description |
---|---|
Quote expires after | Choose after how many days a quote should be set to expired |
Default Quotegroup | Select the Quotegroup (aka Invoicegroups) that should be used by default |
Mark Quotes as sent when PDF is generated | Choose if InvoicePlane should set the status of an quote to Sent when you download the PDF |
Templates
All following settings allow you to set default PDF and email templates for different states and purposes.