Select this check box if you want Instant to default to the A/C Ref box in the New/Edit window from the Invoicing option. If de-selected, your invoices default to the Inv. No./Order No. box.

Select this check box if you want to default to the Quantity box in the Product Item Line window of a Product Invoice or Credit Note. If de-selected, Instant defaults to the Product Description box.

Use this option to ensure that you do not overwrite the automatically assigned invoice number. The Autonumber facility is locked when you use Instant for the very first time.
If you want to be able to assign your own number when you create a new invoice, deselect this check box.

Select the type of invoice you create most frequently from this drop-down list. For example, you might use service invoices for 99% of the invoices you create. When you use the invoicing option, the type of invoice you have selected from here will already be selected for you. This saves you time when entering your invoice and you do not have to select the correct invoice type each time.
You can choose from: product invoice, product proforma, product quote, product credit, service invoice, service proforma, service quote and service credit.

Select this check box to post all invoices with the order number as the transaction reference on the audit trail. Clear this check box to post all such invoices with the invoice number as the reference.

Select this check box to update your invoices and credit notes by customer department.

Select this check box to enter the default text that will automatically appear as the posting details of each service invoice and credit note you create. Enter the text you require in the box provided.

Select this check box to calculate the discount for each item of an invoice or sales order from the unit price of the item, i.e. (unit sales price - discount) x quantity.
Leave de-selected to calculate the discount from the total of each item, i.e. (quantity x unit sales price) - discount.