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.
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Click drop-down menu
- Select a brand.
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Choose brand
Customising fields
Invoice number
Upmind auto-fills the Invoice number fields. You can set the invoice number and prefixes. (optional)
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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.
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Set due date
Recurring invoice generation
Set the invoice generation date for recurring payments. The scale generates an invoice X days before the renewal date.
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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.
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Set due date for recurring payments
Updated 3 days ago