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Invoice Configuration

This section allows you to:

  • Set Templates for specific Channels
  • Set Invoice Sequence Numbers correctly

Invoice Templates

Each channel can have its own invoice template, which depends on the guidelines provided by the online channel or the type of printer you use at your retail outlet. A channel can have only one invoice template associated with it.

Note: If you require any specific template other than what is available in invoice templates kindly contact support.

  1. Click on the Settings icon from the left menu
  2. Click on Invoicing.

Add a New Invoice Template

  1. The Default template will apply to all channels except when it is overridden
  2. There can be a different template set up for each channel.
  3. To add a new template, click on “Add New Template” or edit an existing template
  4. Add all configuration details to the template in all sections  (insert an Image)

4. You can configure the following sections:

  • Design – Basic header, footer and logo
  • Company – Company Name, Select Facility address, show company Contact Us details, Tax identification number, Email ID and Contact Number can be configured here
  • Customer – Choose what customer details need to be shown
  • Data – configure what data appears from the underlying invoice information
  • Email – configure the sender name, reply-to email, and email subject here.

5. Provide a Template name and click on Save.

Add Overrides For Channels

  • Click on Add Override
  • Select the channel to which the override invoice template needs to be added.
  • Select the template from the list of templates that were created.
  • The checkbox can be selected to keep the email template same as print template or a different email template can be selected.
  • Click on save.

Invoice Sequence Numbers

You can set different invoice sequence numbers for some or all the channels depending on your requirement. To create a new sequence and assign it to any channel

  • Click on Sequence number
  • Click on Add New Sequence
  • Set the Sequence Pattern and Starting Sequence Number for that particular channel
  • Use a Valid Tag: Primaseller has a list of tags that can be added to your sequence. These tags will automatically change depending on the current value.

For Example – If you set the sequence pattern to {seq}-{mm}-{dd} and starting sequence number to be 1, then the first invoice number will be 00001-12-17 if 17th December is the date of creation of the invoice.

Note:

The sequence will be effective only for the invoices generated after the sequence was set/updated. All the invoices created before setting up/updating of the sequence numbers will have invoice number depending on your previous setting.

Updated on April 28, 2020

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