Invoice settings
In "Invoice Settings" you can -
Setting the default template for invoices:
To set the default template for invoices, do the following -
- Click on the "Settings" link at the top right corner.
- Click on the "Templates" link under the "Invoice Settings" on the left side.
- Now on the right side select the tab based on what you sell.
- Select one of the predefined templates, as the default template for your invoices.
- If the default templates does not satisfy your requirements, click on the "Custom Template" tab and create your own template by clicking on the "Add Template" button.
Now after setting the default template for invoices, the next step is to set the preferences for invoice generation. To set your invoicing preferences, click on the "Preferences" link under the "Invoice Settings" and configure the following -
Invoice Number Generation:
| Field Name |
Description |
Additional Details |
| Auto Generate Invoice Number |
Whether or not to generate the invoice number automatically. |
If the option is selected, invoice number will be generated automatically or else it has to be specified manually while generating invoices. For further details, refer the example given below. |
 |
| Prefix |
The prefix string to be used for invoice numbers. |
This is applicable only when the automatic generation of invoice number is enabled.
If auto generation is true and nothing is specified for “Prefix”, then it will default to an empty string - "". |
| Start At |
The starting number for the invoice number. |
This is applicable only when the automatic generation of invoice number is enabled.
If auto generation is true and nothing is specified for “Starts At”, then it will default to numeral one – “1”. |
Recurring Profile Settings:
Here you can specify whether the invoice generated for the recurring profiles should be sent to customers directly or should be saved as drafts for your perusal.
Notes & Terms:
| Field Name |
Description |
Additional Details |
| Notes |
The default customer message that you want to include in your invoices. |
|
| Terms & Conditions |
The default terms and conditions that you want to include in your invoices |
|
Invoice Number Example:
| Auto Generate Status |
Prefix String |
Starts At |
Resulting Invoice Number |
| False |
Not Applicable |
Not Applicable |
User has to manually feed in the invoice number during invoice addition. |
| True |
Not given |
Not given |
The first invoice generated will have the invoice number as "1" and it will increment for the subsequent invoices. |
| True |
Not given |
1 |
This again will be same as above. The first invoice generated will have the invoice number as "1" and it will increment for the subsequent invoices. |
| True |
INV |
Not given |
The first invoice generated will have the invoice number as "INV-1", the second will have it as "INV-2" and so on. |
| True |
INV |
1 |
This again will be same as above. The first invoice generated will have the invoice number as "INV-1", the second will have it as "INV-2" and so on. |
For any other queries or information, feel free to contact us any time at support at zohoinvoice dot com
