BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Default VAT Settings and Available VAT Percentages
  • Default VAT Percentage
  • Input of Prices Including or Excluding VAT
  • Default Terms Settings
  • Default Bottom Texts on Documents
  • Editing an Existing Text
  • Adding a New Bottom Text
  • Adding General Terms & Conditions as Bottom Text
  • Signatures

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  1. SETTINGS

Default Values

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Last updated 3 years ago

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The default values in BestInvoicing are fixed values that appear on every document, but can still be changed when creating or editing a document. By setting certain default values at once, you save on entry or copying work. Most data, such as standard payment terms, will always recur throughout your documents/organization.

Default VAT Settings and Available VAT Percentages

In this section you can indicate the VAT rate at which you usually ('by default') sell products or provide services.

You can still manually change the applied VAT type/rate to a different percentage, each time you're creating a document.

In BestInvoicing, the default VAT percentage is set to '10%'. If you wish to change this, click the yellow button 'Edit'. If a specific VAT regime is applicable to your business, you can add additional standard values here.

Settings in this section are country specific and should be integrated according to national applicable VAT regulations.

Default VAT Percentage

Indicate the default VAT percentages for your business. Select 0% or 10% (again, this information and the choices offered will depend on national options).

It is possible to add a new percentage to this list via 'Available VAT percentages'. Your newly added percentage will also appear in the list of possible choices.

Input of Prices Including or Excluding VAT

Indicate what the standard way of entering prices will be when creating a new product. If you indicate here that prices are always entered excluding VAT, then only this field will be available when creating a new product (see below). The field 'Price incl.' is marked grey and cannot be completed.

Default Terms Settings

In this section you can define two default terms:

  • the default validity term for proposals, e.g. 30 days

  • the default payment term, e.g. 14 days

You can easily change these values by clicking the yellow 'Edit' button. For the standard payment term you can also tick the 'End of month' option.

Default Bottom Texts on Documents

The bottom text or caption is an important part of some documents in BestInvoicing (see list below). The bottom text is a text field at the bottom of these documents, e.g. text containing a payment request on an invoice or information about the validity date on a price proposal.

You can change/set the bottom text for each of these document types using the yellow 'Edit' button. The procedure is the same for each document type, only the content of the text will differ. The amount of document types displayed here depends on which document modules you've activated via 'Apps & Integrations'.

Editing an Existing Text

Click the yellow 'Edit' button next to the text, to edit an existing bottom text.

You can rename the bottom text or edit it. In the text you can use tags: the text between '% ...%' will be automatically replaced with the correct value per document.

Adding a New Bottom Text

Adding General Terms & Conditions as Bottom Text

For each bottom text, the text can still be modified manually during document creation.

Signatures

In this section you can set your signature as representative of the company. You can use this for example when a document needs to be signed by both the customer and yourself. Click the yellow 'Edit' button to do so.

You can either add a pre-recorded signature (e.g. an image), or add a signature in the drawing window using the mouse, pen or touchpad. After saving, this signature will be used as your signature on documents to be signed. In this signature menu you can also change the default values for signatures. To do so, click 'Edit' per document.

For each type of document, you can indicate whether a document should be signed by default only by the customer, or by customer and manager. Click 'Save'.

Did you activate the app ''? Then you will have the option to edit the bottom texts per language.

about how to use these tags and which ones are available in BestInvoicing.

In the edit window there is already one caption created with name 'Default'. You can add additional captions using the green button 'Create Default Bottom Text'. This way you can choose between two (or more) texts when creating a document. Again, you can rename the caption or edit the text. for the text body.

It is also possible to add at the bottom of a document; you could use the bottom text field. However, this is only suitable for short statements as otherwise your terms and conditions would always be split onto multiple pages.

BestInvoicing offers online signature of documents. to read more about this feature.

Foreign-language customers
Read more
Tags are also available
Click here
general terms and conditions