Invoice options

Select the company in the Company List and click its Invoice Options tab.

It is important here to review the way that settings at different levels in the system are evaluated:

Case Manager is an extremely customisable system and you can often customise settings at three levels:

Often you only need to customise a setting for a company or category when you want cases/invoices with this company or category to be handled differently from what would otherwise apply, i.e. from what is specified in the system settings.

This process works because when settings at different levels apply to the same operation there is a hierarchy, A company setting usually overrides the case category setting, which overrides the global system setting.

An example of this hierarchy in action is invoice templates. When applying the template for an invoice, the system looks at its invoice contact. If an invoice template was defined for the invoice contact's company, then this template is applied to the invoice. If not, the system searches for an invoice template for the case’s category and uses that. If such a template does not exist either, the system uses the global invoice template.

The diagram below shows the hierarchy and indicates the range of settings tabs at each level.

Invoice creation

Click the Invoice Creation tab.

  1. This setting restricts a user's permission to create invoices at a case level, see Permission to add invoices.
  2. You can click the checkbox to nominate invoice terms that apply to invoices where this company is the invoice contact's company.

    3. Select the checkbox for Use the following company specific values and select a value from the dropdown list.

Printing

  1. You can customise the accounting transactions - invoices, payments, etc - that are connected to this company, see Invoice templates for full details.

Invoice emailing

  1. You can customise the emails that your business sends to this company with invoices in the Invoice email options, see Invoice email settings.