“Send invoice to…” default setting

When you generate a sale from a quote and click “Approve and create a Job”, and you’re integrated with your accounting software, Brandengine will give you the option to “Send invoice to…” your accounting platform.

By default, this option is selected. This means that when the Job is created, the sales invoice is sent to your accounting software—ready for you to send to your client at your convenience.

NB: This does not send the invoice directly to your client.

You can define this default behavior in your company settings:

• Go to Main Menu > Company-wide Settings > Company Settings > Default
• Click Edit
• Locate the Pre-tick “Send invoice to…”? dropdown
• Choose your preferred setting
• Click Save

This setting controls the default state, but it can always be overridden on a quote-by-quote basis as needed.