How to Configure Invoice Settings
Customise invoice fields
Upmind automatically creates invoices for customer purchases or recurring payments as part of a subscription plan. Admins and store staff can customise branding elements of the store's invoices as well as terms related to invoice generation and cancellation.
Opening the invoice settings dashboard
- Go to the Upmind dashboard.
- Click Settings.
- Click the Order options tile.
Selecting a brand
If you have multiple brands:
- Go to the top left corner of the Order Options page.
- Click the drop-down menu.

Click drop-down menu
- Select a brand.

Choose brand
Customising fields
Invoice number
Upmind auto-fills the Invoice number fields. You can set the invoice number and prefixes. (optional)

Review and edit fields
Non-recurring invoice due dates
Set the due date of non-recurring invoices. The scale calculates the due date on or X days after the day Upmind generates an invoice. This setting apply to initial orders and migration invoices for product upgrades.

Set due date
Recurring invoice generation
Set the invoice generation date for recurring payments, including renewal invoice. The scale generates an invoice X days before the renewal date.

Set generation date for recurring payments
Recurring invoice due dates
Set the invoice due date for recurring payments. The scale sets an invoice due date X days on, before or after the renewal date. This setting apply to renewal invoices.

Set due date for recurring payments
Updated 1 day ago