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Set quote and contract defaults

What this is for

Set the next quote/contract number and how contracts auto-invoice and auto-renew — without opening each document.

Concepts

General Setting (cog) in Company Settings. Tabs you already used for language and branding: Localization, Branding, Printing. This job is the Contracts and Quotes tabs. The heading is General Settings.

Quotes tab:

  • Next Quote Number

Contracts tab:

  • Next Contract Number
  • Automatically activate invoices
  • Add contract name to automatically generated billable items and invoice items
  • Add date period to automatically generated billable items and invoice items
  • Automatically renew contract X day before contract end

Pencil opens an update dialog; Update saves. Values often show as yes/no or a number.

Language, logo, and print name stay in Set up your company. Configuration Tasks covers this area as Review General Settings.

Before you start

  • You can open Company Settings.
  • You know whether contracts should invoice by themselves and how many days before end to renew.

Steps

  1. Click the gear. Open General Setting.
  2. Open Quotes. Pencil Next Quote Number if you must start from a value other than the default. Update.
  3. Open Contracts. Pencil each row you care about (Automatically activate invoices, name/date on generated lines, renew-before-end days, next number). Update each dialog.

What happens next

Create a quote and Create a contract use these numbers and rules. Cancel or renew a contract still depends on Auto Renew on the contract itself plus the “X day before” setting here.

If something looks wrong

  • You expected branding here. That is the Branding tab, not Quotes / Contracts.
  • A contract did not renew. Automatically renew contract X day before contract end is zero or the contract has Auto Renew No.