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

  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.
Click drop-down menuClick drop-down menu

Click drop-down menu

  1. Select a brand.
Choose brandChoose brand

Choose brand

Customising fields

Invoice number

Upmind auto-fills the Invoice number fields. You can change the information. (optional)

Review and edit fieldsReview and edit fields

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.

Set due dateSet due date

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.

Set generation date for recurring paymentsSet generation date for recurring payments

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.

Set due date for recurring paymentsSet due date for recurring payments

Set due date for recurring payments


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