Open the Menu in the upper right corner
Each generated sales or purchase document will be auto-completed in part based on the preferences you set in this section; however, you can customize each invoice at the time of its creation from the Options button.
Fill in the following fields:
Expiration
Select how many days you want your documents to expireDefault payment/collection
Select the bank, or gateway, that will be linked to your sales and expenses by defaultSales tax
Add the default tax that will be shown on your sales documentsPurchase taxes
Add the tax that will be shown by default in your purchase documentsSales Account
Select the ledger account for your sales documents.Expense account
Select the ledger account for your expense documents.
In addition, you can enable notifications about recurring sales and purchases.
