Invoicing settings

Option required: Invoicing
Allowed profiles: Brand manager, Sales manager

The invoicing settings help you to build a professional invoice and organise an efficient workflow. The settings are: reference number, auto-closed, and payment terms. You can simply manage them from the Invoices tab from the Setting page under the Setting wheel menu.

Go to Wheel > Settings > Invoices 

Activate the auto-numbering setting or manage it manually

• Enable auto-numbering, click on YES/NO
• Choose from the variables selection below to set the column reference scheme

Arrange the credit note in sequence, there are three options

• apply the same reference than the invoice
• activate the auto-numbering setting
• manage it manually

Auto-closed order & invoice

To facilitate your workflow of the invoice by activating the auto-close invoiced order and auto-clued paid invoices. Activate it in the Workflow section.

Setting the invoice payment terms

Fill a payment instruction in the column and it will be pre-filled each time an invoice is created.