Click Admin > General Settings. The General Settings > Invoices tab displays.

From the Default Sales Invoice To drop-down list, select which type of contact sales invoices should default to.

Note: You can still click the drop-down list to choose another type of contact.

Tick Unpaid Sales Vat Receipt Can Be Posted to enable the VAT Receipt button on an unpaid sales invoice.

Tick Purchase Invoice Their Ref Compulsory to have the Their Ref: field be mandatory on a purchase invoice.

Tick Nominal Code Visible in Drop Down List to have nominal codes visible when selecting a nominal account in an invoice.

Tick Generate Management Invoice By Default to auto-generate management invoices when sales invoices are paid.

Tick Allow expense nominals on sales invoices and vice versa to enable you to be able to view All Nominals, including expense nominals on a sales invoice.

From the Invoice Distribution Management Nominal Account drop-down list, select which nominal account should be used by default when generating an invoice distribution.

Note: You can still click the Management Nominal drop-down list to choose another nominal by unticking Use Default Management Settings.

From the Invoice Distribution Management Percentage field, enter the management fee to be added by default when generating an invoice distribution.

Note: You can still change the Percentage by unticking Use Default Management Settings.

Select Purchase Invoice to automatically generate a management fee invoice when a sales invoice with Generate Management Invoice ticked is paid.

Click here for instructions on generating a management fee as a Client Account Transfer.