Numbering
- Set a prefix (for example QUO- and INV-) and the next number to use.
- Numbers never reuse a value, even if a document is deleted.
Terms and notes
The terms editor accepts formatted text and raw HTML source, so you can paste terms from an existing document. Use the preview tab to check how it will print.
Merge fields
Merge fields such as the client name, document number and total can be dropped into email templates and terms. The cheat sheet in Settings → Email → Templates lists every field available.