Quote Settings

The general settings page sets a lot of options that will change the look & feel of the whole application or that are needed for some special purposes.

General settings  

Setting Description
Quote expires after Choose after how many days a quote should be set to expired
Default Quotegroup Select the Quotegroup (aka Invoicegroups) that should be used by default
Mark Quotes as sent when PDF is generated Choose if InvoicePlane should set the status of an quote to Sent when you download the PDF


All following settings allow you to set default PDF and email templates for different states and purposes.

Invoice Settings Tax Settings