Customizing Invoice Settings

To modify your invoice settings, follow this path: Payments > Invoices > Gear Icon.

1. Select "Invoices"

2. Click Gear Icon

3. Select "Business Information"

This menu grants you the ability to personalize Business information like the logo, business name, address, website, and lets you add custom values.

4. (Continuation of Business Information form)

5. Select "Invoice Title and Terms"

In this section, you can establish the title and terms/notes for the invoices generated. Numerous formatting options are available for features such as line breaks, links, and more.

6. Select "Due Date Settings"

Choose the due date for the invoice, specified as X number of days after issuance.

7. Select "Custom Fields"

From this section, you can incorporate custom fields according to your preferences.

8. Under "Notifications" click "Customer Notifications"

This section allows you to activate or deactivate various types of notifications, and to choose custom templates or rely on the default option.

The different types of notifications include:

1. Invoice Received

2. Invoice Payment Successful

3. Invoice Payment Failed

4. Auto Payment Information

5. Auto Payment Failed

9. (Continuation of Customer Notifications form)

Kindly note: To see the default template, a manual test is required.

10. Under "Notifications" click "Team Notifications"

These notifications are dispatched to the business user who issued the invoice. You can choose to enable or disable these notifications, and select templates as required.

The different notifications include:

1. Invoice Payment Successful

2. Invoice Payment Failed

3. Auto Payment Failed

4. Auto Payment Skipped

5. The Invoice Could Not Be Sent

11. (Continuation of Team Notifications form)

Once you're done modifying your default invoice settings, remember to save your changes.