Sales Settings

The Sales Settings in WP Ever Accounting allow you to customize how payments and invoices are managed in your accounting system. These settings are divided into two sections: Options and Invoices. Follow the steps below to configure each tab effectively.

How to Access Sales Settings

  • Log in to your WP Ever Accounting dashboard.
  • Navigate to Settings > Sales.
  • You will see two tabs: Options and Invoices.

Configuring the Options

The Options help you customize how payment numbers are automatically generated.

  • Access the Options
    Click on the Options Tab under Sales.
  • Customize the Following Fields
    • Number Prefix
      Enter a prefix to prepend to all payment numbers.
    • Minimum Digits
      Specify the minimum number of digits for payment numbers.
  • Save Changes
    Once you’ve made your changes, click Save Changes to apply them.
sales settings

Configuring the Invoice

The Invoices lets you customize how invoices are generated, including numbering format, due dates, default values, and column labels.

  • Access the Invoices
    Click on the Invoices under Sales.
  • Customize the Following Sections
    Invoice Settings
    • Number Prefix
      Enter a prefix for all invoice numbers.
    • Minimum Digits
      Specify the minimum number of digits for invoice numbers.
    • Due Date
      Set the default due date for invoices. Enter the days from the invoice creation date that the payment is due.
Sales Invoice Settings
  • Invoice Defaults
    • Notes
      Add a default note to appear on all invoices.
    • Terms
      Define the default payment terms for invoices.
Sales Invoice Default
  • Invoice Columns
    • Item Label
      Customize the label for the item column. Default: Items.
    • Price Label
      Customize the label for the price column. Default: Price.
    • Quantity Label
      Customize the label for the quantity column. Default: Quantity.
    • Tax Label
      Customize the label for the tax column. Default: Tax.
    • Subtotal Label
      Customize the label for the subtotal column. Default: Subtotal.
Sales Invoice Column

Save Changes
After making all necessary changes, click Save Changes to apply your customizations.