How to Configure Invoice Settings

Upmind automatically creates invoices for purchases and subscription payments. Admins and staff can customise invoice branding and terms for generation and cancellation.

Accessing invoice settings

1. Go to your Upmind dashboard.
2. Click Settings.
3. Select the Order Options tile.

Selecting a brand

If you manage multiple brands, use the dropdown in the top left of the Order Options page to select the brand you want to configure.

Customising invoice fields

Invoice number & prefix

This can be found under Invoice Number. Upmind auto-fills these fields. You can set starting number and prefix for your invoices. (optional)

Non-recurring invoice due dates

Set how many days after creation a non-recurring invoice is due. The due date is calculated as the invoice generation day plus the specified days. This applies to initial orders and migration invoices for product upgrades.

Recurring invoice generation

Set how many days before renewal a recurring payment invoice is generated. The invoice is created X days prior to the renewal date.

Recurring invoice due dates

Configure due dates for recurring invoices to be on, before, or after the renewal date. This setting applies to renewal invoices, with the due date set X days relative to renewal.

Manual invoice generation controls

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

At the brand level

1. Go to Settings > Subscription Options > Contract Settings.

You can configure these options:

• Enable/Disable Manual Issuing of Recurring Invoices: When enabled, clients can only generate recurring invoices within the specified timeframe.
• Manual Recurring Invoice Interval: Set how many days before the due date clients can manually create a recurring invoice.

At the product level

Go to Product Catalogue > [Select Product] > Product Automation.

If manual issuing of recurring invoices is enabled at the brand level, you can refine the timeframe for each product:

• You can apply the brand default settings or set a custom timeframe per product.
• Define how many days before renewal a client can manually generate an invoice.
• Early renewal is restricted outside the allowed period.