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.

Configuring Manual Invoice Generation

You can configure manual invoice generation at both the brand level and the product level to control when clients can manually create recurring invoices.

Manual Invoice Configuration at the Brand Level

1. Navigate to Settings → Subscription Options.

2. Under Contract Settings, you will find the following options:

   

   • Enable/Disable Manual Issuing of Recurring Invoices: When enabled, clients will be restricted from generating recurring invoices outside of the specified timeframe.
   • Manual Recurring Invoice Interval: Define the number of days before the due date when clients can manually generate a recurring invoice.

Manual Invoice Generation at the Product Level

1. Go to Product Catalogue → Select the product.
2. Navigate to Product Automation → Timeframe for Manual Invoice Generation.
3. If Manual Issuing of Recurring Invoices is enabled at the brand level, you can further refine the timeframe for each product:

• Choose to apply the brand default settings or set a custom timeframe for the specific product.
• Define how many days before renewal a client can manually generate an invoice.
• If outside the allowed period, early renewal will be restricted.