8 min guideUpdated August 2026App review required

Configure numbering, payment and tax defaults

Set the document sequences, payment terms, deposit defaults, tax basis and ledger codes that shape new commercial records.

Best forOwner / Admin · Accounts
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings, review Document Numbering, and compare each sequence with the next approved business number.
  2. Decide whether each document type is allocated automatically or requires a controlled manual number.
  3. Open Payment Defaults, set the normal invoice due days and deposit percentage, then save.
  4. Open Tax & Ledger Defaults, check the organisation tax basis and the ledger codes used for revenue, costs and tax.
  5. Create one draft quote, job, purchase order and invoice in a controlled test and confirm their numbers and defaults.
  6. Delete or clearly label the test records according to the organisation's operating policy.

Good practice

Change defaults prospectively and document the cutover. Existing records may preserve values captured when they were created, so never assume a settings change rewrites history.

When you are finishedNew documents use intentional numbering, due dates, deposit expectations, tax defaults and accounting codes.

Before you begin

  • An Owner or Admin has confirmed the business rules with accounts.
  • You have examples of the next expected quote, job, invoice and purchase-order numbers.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Document numbering/settings/setup/numbering

Controls how new job, quote, invoice and purchase-order numbers are allocated.

Open in SignBas3 →
Payment Defaults/settings/general/payment

Supplies new-invoice due dates and the default deposit percentage.

Open in SignBas3 →
Tax & Ledger Defaults/settings/general/finance

Shapes tax and ledger choices used by financial workflows and accounting handoffs.

Open in SignBas3 →

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.