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In this module you will see how to set up a New Invoice Setting

This Invoice Settings can be used to send Invoice to Client's whose payment is due.

To create a New Invoice Settings, Click on Configuration → Invoice Setting → Invoice Setting List

Below displayed window will appear.

Screenshot: Invoice Setting List

On this Window you can Create & Manage Invoice Settings, You can Edit & Delete the Invoice Settings from this Window.

To Create a New Invoice Setting, Click on Create New Button, Below displayed window will appear.

Screenshot: New Invoice Setting

Field Name

Description

Invoice Setting NameInput the Settings Name.

Invoice Logo

It is used to set the logo for the invoice.

Digits After Decimal Point

It is used to set the total of digits after decimal point. It will be applied for all the Decimal in the invoice.

Send Invoice As

The way to send invoice in email.

  • Link: Send as a link. Client will access to this link to download invoice.
  • Attachment: Invoice is sent as the attachment file in the email.

Send CDR As

The way to send CDR in invoice email.

  • Link: Send as a link. Client will access to this link to download invoice.
  • Attachment: Invoice is sent as the attachment file in the email.

Allow Invoice

Overlap

For the same client, when an invoice is created for a specific billing period, the user can't create another invoice which has the billing period overlapping with another invoice.

Billing Details

This section is used to fill the Bank Account details.

Billing Info Location

This section gives option to select billing location information where you want to display on invoice, from dropdown you can check options like Top & Bottom.

Company Info

This section is used to fill the company information.

Company Info Location

This section gives option to select billing Company information where you want to display on invoice, from dropdown you can check options like Top & Bottom.

Fill the New Invoice Setting Parameters and click on SUBMIT button to complete the Procedure of creating a New Invoice Setting. You can also view the Invoice setting before saving by clicking on PREVIEW button.

You can Manage the Invoice on Invoice Setting List window.

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