How to Configure Invoice Settings

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

1. Go to the Upmind dashboard.
2. Click Settings.
3. Click the Order options tile.

Selecting a brand

If you have multiple brands:

1. Go to the top left corner of the Order Options page.
2. Click the drop-down menu.

3. Select a brand.

Customising fields

Invoice number

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

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.

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.

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.