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.
- Select a brand.
Upmind auto-fills the Invoice number fields. You can change the information. (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.
Recurring invoice generation
Set the invoice generation date for recurring payments. 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.
Updated about 1 year ago