Invoice improvements

The following features are now available:

Select 'Show client email and telephone' in the invoice display settings to include additional contact details for clients in your invoices
Enable the 'Set invoice tax rate when adding artworks' preference to automatically set the invoice tax status to be consistent with the tax status of the added artwork(s)
Receive warnings on invoice creation if you have any of the following potential issues:
- Your artwork has details which are not relevant to it's status e.g. a 'Stock' which has a consignment percentage set
- Your artwork is listed as 'On consignment' but does not have the relevant consignment % or a net value entered
- Your artwork has a different tax status to the tax status set on the invoice
Disable these invoice warnings completely with the 'Hide invoice warnings' preference

System administrators can access the invoice preferences in 'Other > Admin > Preferences > Core Preferences > Invoices'

Tax improvements

You can now change the following:

Set a tax status to be 'Tax inclusive'
Set a tax status to be 'Hidden on invoices' to ensure the tax payable is not itemised separately
Set a custom text to be displayed on invoices that have that tax status set

Learn more about the Invoice & Accounts section on our support website here.

Please note: Some of the features above require the applicable user settings for generating invoices and editing tax statuses.

Eleanor Harwood: Your email preferences