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

Invoicing settings help you build professional invoices and streamline your billing workflow. You'll configure three things: reference numbering, auto-close rules, and payment terms.

Please go to ⚙️ Settings wheel > Settings > Invoices tab to begin.
 

• Reference numbering
• Auto-close orders & invoices
• Invoices payment terms
   

Reference numbering

Choose how invoice numbers are generated.

To set it up:

1. Toggle Enable auto-numbering
    
2. Select the variables you want to use to build your reference scheme. You may use the variables available (number, year, month..)
    
3. Choose how credit notes should be numbered:
   • Use invoice: same reference as the linked invoice
   • Yes: auto-numbered based on a specific reference scheme
   • No: manual entry at each credit note created
      
4. Click on Save

Auto-closed orders & invoices

Two independent settings let you automate status changes and keep your orders and invoices in sync.
 

• Auto-close invoiced order: when an invoice moves to Paid, its linked order automatically moves to Closed. 
  
  ⚠️ Condition: all invoices linked to the order must be in Paid status, otherwise the order will not close automatically.
   
• Auto-close paid invoices: when you enter an amount in the "Paid amount" field on an Open invoice and save, the invoice status switches to Paid automatically.
  
  ⚠️ Condition: the paid amount must fully clear the invoice, otherwise the invoice status will not switch to Paid.

Payment terms

Enter your default payment instructions in the field provided. This text will be pre-filled automatically every time you create a new invoice.