Differences

This shows you the differences between two versions of the page.

--- user_settings [2026/07/06 03:14] – chillhubadmin
+++ user_settings [2026/07/06 09:49] (current) – chillhubadmin
@@ Line 5: / Line 5: @@
     * [[user_settings#tax_settings|Tax Settings]]
     * [[user_settings#document_header_configuration|Document Header Configuration]]
-  * [[user_settings#default_payment_method|Default Payment Method]]
   * [[user_settings#document_numbering_and_templates|Document Numbering and Templates]]
     * [[user_settings#numbering_format|Numbering Format]]
     * [[user_settings#document_template|Document Template]]
+  * [[user_settings#other_document_settings|Other Document Settings]]
   * [[user_settings#scheduling|Scheduling]]
   * [[user_settings#warehouses|Warehouses]]
@@ Line 63: / Line 63: @@
     * Alternatively, simply drag your logo file from your computer and drop it into the designated upload area
 \\ **Preview.**: \\ Preview your document header in the Preview section
-=== Default Payment Method ===
-Configure default payment methods for invoices, sales order and purchase order.
-\\ {{:settings:settings_7.jpg?500|}}
 === Document Numbering and Templates ===
@@ Line 133: / Line 129: @@
     * **Insert Image** button: Opens a dialog to upload or select an image (e.g. company stamp, logo, QR code) and insert it into the editor at the cursor position.
     * **Insert Signature Placeholder** button: Adds a live signature field into the document template, allowing customers to sign using the integrated digital pad. //(available for delivery, return, job completion notes)//
-=== AI Extraction Rules ===
+=== Other Document Settings ===
-  * **AI Expense Extraction Rules**: Custom instructions to guide how AI extracts and categorizes information from your scanned expense receipts.
+\\ {{:settings:settings_7.jpg?500|}}
-    * e.g. //If the supplier is ABC Company, always use the purchase account.//
+  * **Default Payment Method**
-    * Maximum 500 characters.
+    * Configure default payment methods for invoices, sales order and purchase order.
-  * **AI Purchase Invoice Extraction Rules**: Custom instructions to guide how AI extracts and allocates information from your scanned purchase invoices.
+  * **Show Amount Due Breakdown**
-    * e.g. //If the supplier is ABC Company, the XXX line item is not a product. Evenly distribute the XXX line item across all products.//
+    * Enable this to display the Amount Due, Payment History, and Payment Status on invoice and sales order documents.
-    * Maximum 500 characters.
+  * **AI Extraction Rules**
+    * **AI Expense Extraction Rules**: Custom instructions to guide how AI extracts and categorizes information from your scanned expense receipts.
+      * e.g. //If the supplier is ABC Company, always use the purchase account.//
+      * Maximum 500 characters.
+    * **AI Purchase Invoice Extraction Rules**: Custom instructions to guide how AI extracts and allocates information from your scanned purchase invoices.
+      * e.g. //If the supplier is ABC Company, the XXX line item is not a product. Evenly distribute the XXX line item across all products.//
+      * Maximum 500 characters.
 === Scheduling ===
 \\ {{:settings:settings_4.jpg?500|}}