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Transaction System

This screen sets the invoice properties. An administrator can change these settings. Select apply to permanently save any changes.

The following properties can be set:

Invoice Delivery - Sets the delivery method for the invoice
- None - Invoice will be generated but will not be sent to recipient
- Email - Invoice will be emailed as an attached PDF
- Website - Invoice will be generated and will be available to download on the website
- Email & Website - Invoice will be emailed and be available for download on the website
Invoice Identifier - here a letter can be added before the invoice number if required for identification
Invoice Start Number - Allows for a start number to be defined, this could be used if a starting number is required so that internal system numbers are not duplicated
Invoice Logo - Allows upload of image file that will show as the invoice header. Size accordingly (width of 2132px and at a resolution of 300dpi)
Detailed Invoice - Detailed invoices will show all payment details. Otherwise the invoice will show only detail of an item with a cost associated to it
Show Status - The transaction system can be set up for a client to view their invoice details online. With this option selected, this page will also show if the invoice is paid
Invoice Footer - Customise the invoice footer. For example: provide payment instructions, bank account details etc
Order Number - To add an order number to the membership renewal invoices a field called "Subscription Order Number" (limited to a length 30 characters) needs to be added to the CRM and it needs to be populated before the renewals are run.

Email Properties (if email is selected as a delivery method)

Note: personalised Information can be added from the client database to the invoice fields.

The 'Only send invoice on payment' checkbox will only send an invoice once the invoice has been paid.