General settings

Click General Settings below the gear icon to open the settings page.

 General

 The default VAT rate is the VAT rate AdminPulse will use (during registration, when a new price is added to the price list, or during invoicing) when no other rate is available.

The default resource ledger account is used in the same way.
More info about the integrations between AdminPulse and other software packages can be found here. More info about mail to 'Documents' can be found here.

Invoicing

Default invoice expiry type

Choose how you want AdminPulse to calculate the expiry date.

Default number of days for invoice expiry

If, at "invoice expiry type" you chose something with "Days past", set here the number of days.

Payment reference

Do you want a structured message or the invoice number for reference?

Current fiscal year - next fiscal year 

Here you can change the start date of the fiscal year. As well as the invoice and credit note number format. You can't change anything anymore in current fiscal year as soon as you created 1 invoice.

Please pay attention: In some book keeping software, invoice numbers have a maximum length. To prevent problems, check the manual of the book keeping software before you define the format of the invoice numbers.

Invoicing PDF creation

Every invoice is created as an electronic invoice and as PDF. Here, you define what the PDF will look like.

Default invoice language

This is the language in which invoices are created. Following the Belgian VAT law, this should be the language of the headquarters of your company.

 

Invoice language

According to the Belgian VAT law, set this to the default invoice language. But you can also choose to create invoices in the relation language.

 

Invoice text

 If you want the same text on all invoices (like "Season's greetings!"), put that text here. If you have different texts for different customers, set that text in their relation files.

Invoice detail type

To create invoices, AdminPulse combines registrations. How should AdminPulse show these registrations on the invoice?

• None: doesn't show the registrations
• At a separate page: puts the registrations on a separate page in the same PDF as the invoice itself
• In a separate file: puts the registrations in a different file as the invoice itself

Invoice email

AdminPulse has several options for sending your invoices.

Invoice proposals can be numbered on a different date than the date on which the proposal was created. If you enable the option Autosend invoices numbered on future date, this invoice will be sent automatically.
You can choose the function of the Send invoice-button on the summary page of the invoices with the option Open mail editor on hotkey send invoice: send the email directly or edit it first.
Each email is based on a template. The contents of the templates can be adjusted in the Mail template settings.
Fill in "reply to" the email address to which the recipient of the invoices can send questions or comments.
The email in which the invoice is sent may contain an additional attachment (the sales conditions, for example). Choose a file from your own computer that will be sent with each invoice. This file will be stored in AdminPulse and will be sent along with each invoice.

Payment Monitoring

Do you want to check if your customers have paid their invoices? In this section you can enable payment monitoring. Tick the checkbox next to "Enable payment monitoring". More about adding payments can be found here.
Do you want AdminPulse to automatically send reminders to late payers? Check this box and determine the regularity of the reminders in the reminders settings screen.
Do you want the customer to receive an e-mail after he has paid? Then turn on "Autosend payment confirmation mail". Two templates will become available to thank your customers for full or partial payment. These can be adjusted on the page Mail Template Settings.

Task Management

Here you can set the way in which time registration is done from the task board. Read more about this setting here. You can also choose the standard price list item to be used for this registration here. Read more about the price list here.