Invoices settings

These settings determine what notifications to send to customers as they receive invoices, make payments or payments fail.

Notification and Formatting settings

 

Nexudus Spaces can automatically send notifications to members and contacts when important events happen. If you want billing and accounting notifications to be sent out, please ensure that the global notifications setting is enabled for your account in Settings > Notifications.

The appearance and layout of every email notification are based on a template, which you can customise. For details, see Defining email templates.

Billing and accounting notification settings 

  Note: These settings control the default invoice and payment notification preferences for new customers. Changing these settings will not affect the preferences of existing customers.

  1. If the side menu is not visible, click

  2. In the side menu, click Settings.

  3. Click Notifications.

  4. In the Notifications to customers section, enable the individual billing and accounting notifications that you want to use.

  5. If you want one of your team to be notified on a successful or failed payment, then, in the Payment notifications to administrator section, enter the email addresses of the administrators that you want to be notified.

  6. Click Save changes.

setings_billing_notifications.png
Notification settings for billing and accounting
 

Formatting

This section determines the pattern that is used to generate the reference numbers for invoices, drafts and credit notes.
 

Invoice reference

  1. If the side menu is not visible, click

  2. In the side menu, click Settings.

  3. Click Formatting.

  4. In the Invoice reference section, set the pattern for invoice, draft and credit note reference numbers.

  5. Click Save changes. 

  Note: These settings affect new invoices only. Changing these settings will not affect existing invoices.‌

settings_invoice_reference.png
Settings for invoice numbering
 

Setting rounding precision

These options allow you to determine the number of decimals to use in invoice totals; by default, invoice totals are rounded to two decimal places.

  1. If the side menu is not visible, click

  2. In the side menu, click Settings.

  3. Click Billing and accounting.

  4. Click Formatting.

  5. In the Amount rounding section, set the level of invoice rounding precision.

  6. Click Save changes.

settings_amount_rounding.png

Amount rounding

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.