Sales invoicing preferences

The default taxes, collection account, due date and numbering Filmo proposes on new quotes, invoices and other sales documents.

Account administrators with the «Sales» permission (view is enough).

Each time you create a quote or an invoice, Filmo fills in some values for you: the taxes of each new line, the account a collection goes into, the next number. Your decide those values. They never change documents that already exist.

Where to find it

Go to «Settings → Finances → Sales invoicing preferences». The screen has two cards: the preferences, with «Edit» and «Save», and «Document format».

Options

Option	What it does	Default
Due date	«No due date» or 15, 30, 45, 60 or 90 days	30 days
Default collection account	The treasury account proposed when you record a collection	None
Sales taxes	The taxes new lines start with	Your country's standard tax
Manual tax rate (%)	Only in the United States, Canada and Brazil: the rate of the variable sales tax on new documents	Empty
Document format	The «Document numbering» of invoices, simplified invoices, quotes, proformas, credit notes, simplified rectifying invoices and contracts	One series per type

Warning: For now, Filmo doesn't use the «Due date» set here on new invoices. An invoice's due dates come from its date and the client's payment terms, so check them on each invoice.

Click a type in «Document format» to see its . How to create a series, its format and the are in Document numbering series.

The «Document format» card: under «SALES», the types «Invoices» (selected), «Simplified invoices», «Quotes», «Proformas», «Credit notes», «Simplified rectifying invoices» and «Contratos»; on the right, «Document numbering» with the series «Line F» (F[YY]%%%%, at 163) and «Line R» (R[YY]%%%%, at 0), the hint “Drag rows to select the numbering line preference.” and «Add line». — Each type on the left has its own series.

Set the default taxes for new documents

Edit the preferences Click «Edit» on the preferences card.
Add a tax In «Sales taxes», click «Change tax type» and pick the tax.
Save Click «Save».

The «Sales invoicing preferences» card while editing: «Due date» 30 days, «Default collection account» Main Account, «Sales taxes» with a «Sales Tax» chip and the «Change tax type» button on the right, «Manual tax rate (%)» 8.25 with the hint “Rate applied to the dynamic tax (US/CA/BR) on new documents.”, and «Cancel» and «Save» at the top. — «Change tax type» sits to the right of «Sales taxes».

A tax from the same group replaces the one you had: choosing IVA 10% replaces IVA 21%.
Only taxes checked in «Taxes used by the company» can be saved. Otherwise, see Fix “The tax is not active in the company”.
With no taxes set, new lines carry your country's (IVA 21% in Spain).
A client's own taxes come first on that client's lines. The whole order of preference is in Tax settings.
Changing the defaults doesn't touch existing orders or documents. The same rules apply to the purchase taxes.

Set default collection and payment accounts

The is preselected when you record a collection on an invoice or another document. You can change it each time. The does the same for payments, and is set in «Purchase invoicing preferences».

Edit the preferences Click «Edit» on the preferences card.
Choose the account In «Default collection account», pick the bank or cash account.
Save Click «Save».

Warning: Choosing «None» doesn't remove the saved account: it comes back after you reload. To change it, choose another account.

If you see an error

Message	What it means
El impuesto «…» no está activo en la empresa	The tax isn't checked in «Taxes used by the company». Check it there and save again.
El impuesto «…» no pertenece al catálogo de …	The tax belongs to another fiscal country. Choose one of your country's.
Solo los administradores pueden cambiar la configuración de la cuenta	You need an administrator role to save.

Good to know

Payment methods and SEPA have their own card in «Finances». See Payment methods and SEPA direct debit settings.
Treasury accounts are created in Treasury. See Create a bank or cash account.