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)

• Name - The name that will show in the email as who it was sent from
• Email - The sender's email address. for example accounts@mydomain.com
• Subject - The subject of the email
• Message - A message can be added to the email here.

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

• [INVOICE NO]
• [CRM: ID]
• [CRM:FIRST NAME]
• [CRM:LAST NAME]

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