Opening settings
Opening settings on your Mac computer
To open or continue Settings, do one of the following:
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In the sidebar of Native Invoice, click the active account (My Company) to display Settings.
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Select Native Invoice > Settings from the menu bar at the top of the screen.
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Press the Command and Comma (,) keys.
Opening settings while editing
Settings are available directly at:
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The Client, at the bottom of Currency, Payment Method, and Term pop-up menus.
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The Item, at the bottom of the Tax and Unit pop-up menus.
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The Document, at the bottom of the Languages, Payment Method, Dates and Notes pop-up menus.
At the bottom of the pop-up menus, select Refresh – after editing Settings – to refresh the menus.
Opening settings on your iPhone or iPad
In Native Invoice, tap the active account at the bottom of the Browse list.
Opening settings while document editing
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While editing a document, select Pause
at the top left. -
Tap the active account to display Settings.
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Make the desired changes, and then close Settings.
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Press the Resume
icon to continue editing the document.
Document editing will resume where you left off, there will be no data loss.