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.
Default legal entity settings
In Settings > General > Invoices, you can select a default legal entity that will be automatically pulled into Invoices. If necessary, you can change the legal entity when creating an invoice.
Setting up an invoice term
Specify the number of days the invoice will be valid from the date of issue. You can change the expiration date manually when creating an invoice. After the expiration date, if the invoice has not been paid, it is considered overdue.
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.