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Editing Sales Order/Invoice/Credit Settings

The settings to your modules in Clik Service can all be altered in your default settings. Go to Settings > Settings > Modules > Sales Orders/Invoices/Credits to find the available module settings.

In this section, you can set the default categories when an invoice or credit note is raised.

You can specify default categories for each relevant module along with default prefixes and starting numbers. Numbers must be higher than any previously raised in the system. The next number will always default to the highest unused number regardless of the setting here.

There are additional options for the creation of invoices to sales orders, sales orders to quotes and invoices to quotes. All have the same options to merge carriage (if more than one invoice/sales orders/quote is created) into a single invoice/sales order.

By default, each item is added separately, but you can group all items into one total value by selecting the ‘Create a single item with text:’ option.

Clik Service

Clik Service

Settings & Tools

Editing Purchase Settings
Clik Service

Clik Service

Settings & Tools

Editing Your CRM Settings

Settings & Tools

  • Configuring General Settings
  • Editing Display Settings
  • Job Sheet Display Settings
  • Editing Job Sheet Settings
  • Editing Your CRM Settings
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