How To Change The Invoice Settings?

How To Change The Invoice Settings?

Managing Invoice Settings

Updating your invoice settings is essential for accurate billing and maintaining clear financial records. These settings allow you to configure invoice details such as paper size, numbering format, and prefix while also updating terms and conditions. Keeping these settings up to date ensures smooth transactions, clear communication with customers.

Additionally, businesses may need to update invoice settings at the start of a new financial year to align with regulatory requirements, reset invoice numbering for better record-keeping.

Follow the steps below to update your invoice settings efficiently.

Steps to Change Invoice Settings:

  1. Login with the Owner Account
    Ensure that you are logged in with the owner account, as only the owner has the necessary permissions to modify invoice settings.

  2. Navigate to the Manage Section

    • Click on Manage in the main menu.

  3. Access Store and Online Preferences

    • Go to the Store and Online Preference section.

  4. Go to Store Settings

    • Click on Store Settings to proceed.

  5. Open Settings

    • Under Settings, locate Invoice Settings.

  6. Modify Invoice Settings as Needed

    • Adjust the required invoice settings according to your preferences.

  7. Save the Changes

    • Once you have made the necessary modifications, click Save to apply the changes.

Your invoice settings are now successfully updated. If you need further assistance, feel free to reach out to our support team.


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