Documents

Number prefixes, default bank, and default terms for new exports.

Settings → Documents (owners and admins) controls numbering and default terms for new documents. Past quotations and invoices keep what they already stored.

Prefixes

You set prefixes for quotation, proforma invoice, commercial invoice, project, service project, and packing list. See Document numbers and export branding for the pattern.

Save all six prefixes to complete that Setup step.

Default bank and terms

Pick the organization bank that new invoices should offer first. Do not pick Cash on Hand.

Default terms fill new documents. They do not overwrite terms already saved on a quotation or invoice.