Invoices: specific options

This screen allows you to define options specific to documents (quotes, orders, invoices, etc.).

Access: via the context menu for document lists (quotes, invoices, etc.)

This tab lists the default print settings for each document type, which can be customised individually.

These are described in detail on the page General Settings, Options by Type.

Accounting and financial statistics are displayed by Gestan in the reference currency you have specified in the General settings: Miscellaneous general settings.

However, for any document, you can specify that it is drawn up in a currency other than the reference currency. The 1 button then allows you to calculate the exchange rate as at today’s date.

The exchange rate is that of today’s date, not that of the document’s date! You can change it manually in all cases. Exchange rates are provided by Exchangerate.host.

The price data displayed in the document will be shown in the reference currency, whilst when printed, these amounts will be converted into the document’s specific currency.

The drop-down menu Commercial ID allows you to specify the trading name you will use for your document.

The fields for retention of guarantee are displayed if you have ticked the corresponding box in the General settings: Quotes, Invoices... general settings.

ℹ️ Other “Invoicing” articles