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Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Set System Data > Default Document Setting

Getting Started
Company Information
Definition
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Payment Terms
Inventory Category
Tax
Reference Code
Email Format
Setup Email Server
Personal Preference

Inventory Database
Definition
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory

Customer Database
Definition
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer

Sales Person Database
Definition
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person

Quotation
Definition
Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template

Invoice
Definition
Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Definition
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Security
Set Password
Data Backup

Default Document Setting

Default Document Setting is a place where you can set some default setting for the Xin Invoice 3.application, such as default data, or how you want the application to function.

1. To start using it, go to Setting tab. Click on button "Document" on the top menu.
Start Default Document Setting for Xin Invoice 3.0

Fields Definition

Fields	Definition
Date Format	Select how the date to be displayed in the application.
Payment Method	Define the default Payment Method to be used in Quotation, Invoice and Credit Note. A Payment Method is how your customer make payment to you, such as Cash, Cheque, Credit Card, Online Transaction etc. Example, if you set "Credit Card" in Default Document Setting, when you open a new Invoice form, the Payent Method column in Invoice input form will be default with "Credit Card" value. You can still change it to other Payment Method in the Invoice input form.
Currency Code	Define the default Currency Code to be used in Quotation, Invoice, Credit Note and Inventory. Xin Invoice 3.0 support single currency only, any, you still can set different Currency Code for each Quotation, Invoice and Credit Note is necessary. However, although you can set different Currency Code for each Quotation, Invoice or Credit Note, the final summarize reports can only display in one currency value, thus there won't be any currency conversion in the report total amount.
Quotation Note	The default Note displayed in Quotation. You can set your bank informatio here too. It will be displayed as footer note in print-out Quotation template.
Invoice Note	The default Note displayed in Invoice. You can set your bank informatio here too. It will be displayed as footer note in print-out Invoice template.
Credit Note Note	The default Note displayed in Credit Note. You can set your bank informatio here too. It will be displayed as footer note in print-out Credit Note template.
Method to select Inventory	Define the way how you want to select item from your Inventory into Quotation, Invoice and Credit Note input form. There are 2 options: 1. Popup - suitable if you have a large Inventory Database. 2. Dropdown - suitable if you have just few Inventory items.
Has Unit of Measurement	Define whether you want to have a Unit of Measurement column in Quotation, Invoice and Credit Note. Unit Measurement is used to define your phycical quantity of item, such as Box, PC, KG etc.
Print "Paid" Watermark	Once an Invoice amount has been fully paid by your customer, the Invoice will be flag as "Paid". With this option on, when you print the Invoice it will have a "Paid" watermark in the print-out template.
Create Inventory when there is a new Item Code been entered	Each Inventory has an Item Code. When you enter this Item Code in Quotation, Invoice or Credit Note input form, the application will get the Inventory information automatically and display in the input form. However, with this option on, if there is a new Item Code which not exist in the Inventory database, the application will prompt you to create a new Inventory on the spot. If this option is off, a Quotation, Invoice or Credit Note item will still be created but it belongs to any item in Inventory Database.
Authorized Signature	Upload signature image file and with this option on, the signature will be displayed in your Invoice print-out. Image file with dimension Width:250px and Height:100px best fit into Xin default template. If your signature image file has a different dimension, please custome made your own template.

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