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1. Form Running Numbers
Control Panel > Business Settings > Form Numbers
Running form numbers are crucial for tracking purposes and it also reduces risk of issuing multiple invoices, quotations, credit notes or bills for a single job.
By default, Financio provides the following prefix and running numbers. To update or amend the default prefix and running numbers, go to control panel > business settings > form numbers.
2. Default Notes
Control Panel > Business Settings > Default Notes
Additional notes can be added to your quotations, invoices, payment receipts and more. Typically business owners will include their banking information as well as payment instructions in the note section of the invoice.
Once you've entered your notes, here's how it will be displayed on your invoice.