The OtherSettings component enables users to change various options that affect the generated PDFs for invoices, quotes, and other document types.
This component is also integrated into the larger TemplateSettings component that provides a unified UI for all available invoice template settings.
To access and use the OtherSettings component, the authenticated entity user must have a role with the read and update permissions for the entity resource.
Use the OtherSettings component in your application as follows:
None.
All options apply only to newly generated PDFs and do not affect existing documents.
The available options are:
Display bank account details on PDF - controls whether to display entity bank account details in invoices, quotes, and credit notes. Users may want to remove the bank account from invoices to ensure the customers pay via invoice payment links.
Display signature section on a Quote - if enabled, you can choose between:
Physical signature for quotes - PDF quotes will include a section where customers can sign the printed document.
Electronic signature for quotes - require the customer’s digital signature to mark quotes as accepted. This can be overridden later for individual quotes.
The signature can be provided progammatically via the signature object in the request body of POST /receivables.
Update PDF files for paid invoices - this option affects invoices that are paid, partially paid, or have credit notes applied. If this option is enabled:
The PDF invoice gets regenerated at the moment when an invoice payment is recorded or a credit note is issued. This PDF is not issued as a separate document, and the original PDF invoice is no longer available.