Click Configure at the top of the page. Two sub-tabs run down the left side: General and Default Values.
General
Item Invoicing (When Done) — choose one of three options that decide what PSS does when a client item is marked Done (explained in 14.5):
- Do nothing, no automatic invoicing is done when an item is marked as Done
- Create a new invoice when an item is marked as Done
- Add item marked as Done to a draft invoice (or wait when a recurring template is configured). If no recurring template, then create a new invoice — the default for a new company.
Note: As the screen itself points out, these settings do not apply to items purchased for the company.
Statistics — the number of days each Overview metric looks back (Days ago):
- Average Cycle Time (New to Paid) — default 60 days.
- Average Done Time (New to Done) — default 60 days.
Click Save to apply the General settings.
Note: If you switch the invoicing option to Create a new invoice or Add to a draft invoice while there are Done items that have no invoice yet, PSS asks Confirm Item Invoicing (When Done): click Yes to invoice all of those items according to the new rule right away, or No to save the setting only and invoice them by hand.
Default Values
Values here are pre-filled on every new shopping list item, which saves clicks when you add several items in a row.
- Tech Pay — None (default), Percentage (a percentage box appears; enter the default rate), or Catalog Tech Pay.
Click Save Default Values to apply.