Configure the invoice number template
To configure the invoice number template, go to the Settings > General > Invoices page.
Here you will find the “Invoice numbering template” field. You can specify both characters and various variables for it:
{C} - invoice counter;
{D} - current day;
{M} - current month;
{Y} - current year.
The {C} variable can be customized.
For example, {C:3} is a three-digit counting counter padded with a "0" on the left.
Combine variables to create intuitive templates!
You can customize not only the invoice number template, but also the invoice numbering. To do this, click on an example of an invoice number and edit the counter in the window that opens.
Invoice creation settings
1. Default legal entity
On the Settings > General > Invoices page, you can select the legal entity that will be automatically substituted when creating a new invoice. If necessary, you can change the legal entity manually directly in the invoice when creating it.
2. Invoice validity period
Specify the number of days during which the invoice will remain valid from the date of issue. The payment due date can be changed manually when creating an invoice. If the invoice is not paid by the specified date, it is considered overdue.
3. Order Display
Select how work orders will be displayed on the invoice:
Detailed— Each product and service from the work order is added to the invoice as a separate line item. The work order number and status are displayed above the list of items.
Simplified—Each selected work order is added to the invoice as a single line item with the total amount for the work order. When this display option is selected, work order numbers are shown only as reference information for identifying work orders, without detailing their contents.
Single Line — all selected work orders are added to the invoice as a single line. If there are multiple work orders, their numbers are displayed as tags. If needed, you can specify any name for this line. This option is suitable when you need to issue an invoice for multiple work orders while keeping it compact and easy to view. In this case, order numbers are displayed only as reference information for identifying work orders, without detailing their contents.
The selected option will be used by default when adding work orders to invoices.
4. Prohibition of backdated invoices
Select the “Prevent backdating invoices” checkbox to prevent the invoice from being closed on a date prior to its creation date. This will help avoid errors and ensure accurate accounting of financial transactions.
This checkbox is selected by default.
After making changes, click Save to apply the settings.
Payment of invoices
Check the box Enable online payments to enable automatic creation of payment links for invoices. To use this feature, you need to connect one of the integrations with payment services: Stripe.
After checking this box:
Merchant - specify the merchant who will receive payments via payment links;
Create payment link in status - select the status of the invoice for which the payment link will be created.
If paid, transfer invoice to status: select the status to which the invoice should be transferred if the payment link has been paid.
After making the settings, click the Save button.