Go to Settings → General → Invoice
The invoice setup includes the invoice register for tracking purposes, default due days for payment calculation, an invoice template for consistent formatting, a logo for branding, default notes for predefined messages, default terms for payment conditions, and default header and footer sections for additional information and personalization.
*This is a mandatory setup before you can create an invoice.
- Invoice Register: Select the Invoice Register from the drop-down bar. If not created already, you can create an invoice register from Settings
- Default Due Days: Enter the default due days. This field specifies the default number of days within which an invoice is expected to be paid. It helps streamline the payment process by automatically calculating the due date based on the invoice generation date.
- Invoice Template: Choose the option 'Default Invoice Template' as we currently only support a single template. (More options coming soon)
- Logo: Allows you to upload and display your company's logo on the invoice. Including a logo adds a professional touch and helps reinforce your brand identity.
- Default Notes: Enter the default notes to be displayed on the invoice. Default notes are pre-defined messages or comments that can be added to invoices automatically. These notes may include general information, special instructions, or terms specific to your business. They save time by eliminating the need to manually enter repetitive information for each invoice.
- Default Terms: Enter the default terms and conditions you would like to add. The default terms field allows you to specify the standard payment terms that apply to your invoices. It typically includes information about the payment due date, late payment penalties, acceptable payment methods, and any other terms and conditions related to payment.
- Default Footer: Enter the default footer to be displayed on the invoice. The default footer section appears at the bottom of the invoice and often includes additional information such as thank-you messages, legal disclaimers, or any other relevant notes. It provides a space for any required regulatory information or personalized messages you want to include in every invoice.
Click “Save”.
Invoice Payment Gateway Setup
Payment setting is mandatory if you wish to accept the payment online.
If you are not accepting online payments, then you can ignore this section.
After configuring the above invoice setup, proceed to click on the "Connect" button to set up the payment gateway.
Here, you will need to provide the required fields for the chosen payment gateway.
By default, the NMI payment gateway will be pre-selected in the drop-down. However, you can choose a different payment gateway from the available options.
The supported Payment Gateways are:
- NMI
- Orbital
- Authorize.net
- Shift4
- Nuvei
Once all the necessary values are provided and the payment gateway is successfully configured, the "Connect" button will change to "Disconnect," indicating that the setup is complete. The name of the configured payment gateway will be displayed after a successful setup.
If needed, you can disconnect the payment gateway by clicking on the "Disconnect" button. This action will reset any changes made during the configuration process. Once disconnected, the label will change to "None," indicating that no payment gateway is currently active or linked.
Remember to save your settings after making any changes to ensure that they are applied properly.
Articles in this section
- Item Import Field Descriptions
- Overview
- Merchant Onboarding
- Navigation Bar
- Reports
- Items
- Settings
- Dashboard Overview
- Company
- Register
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