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📖 Fundamentals

  • Clerk Invoices App: General
    • Managing Invoices
    • Invoice Elements
    • Invoice Statuses
    • Setting Invoice Currency
    • Time and Materials Pricing Model
    • Fixed Price Model
    • Invoice Layouts
    • Invoice Mock-up Editor
    • Invoice Localization
    • Importing Fixed Price Items from CSV/Excel
    • Retainers and Upfront Payments
    • Classic Retainers
    • Recurring Retainers
    • Mixing Pricing Models in One Invoice
    • Applying Taxes and Discounts
    • Setting Company Name, Address and Legal Info
    • Invoicing from Multiple Companies
    • Recurring Invoices
    • Custom Invoice Numbering
    • Sharing Invoices with Clients
    • Sending Invoices by Email
    • Exporting Invoices to PDF
    • Exporting Invoices to CSV/Excel
    • Printing Invoices
    • General Settings
    • Billable Time Setting
    • Jira Permissions to Access Invoices
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  1. Help Center
  2. Fundamentals
  3. Clerk Invoices App: General

General Settings

General settings allow you to set the following parameters:

  • Main Currency. This currency will be used for the monthly cash flow graph.
  • Allocate Invoices by Months. The selected invoice field will be used to allocate invoices by month.
  • Tax Calculation. Defines the tax rounding logic. The app can round the tax for each line individually (like QuickBooks and Xero do). Or round the tax after the app calculates the tax total.

←
Printing Invoices
Billable Time Setting
→

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