One set of settings for the whole install. You need invoices.settings.read to open the page and invoices.settings.write to save.
Defaults for new invoices
- Default tax rate (%): used when a new invoice is created with the tax field left empty. Typing 0 means zero tax.
- Default due days: the due date given to a new invoice when you do not pick one. 0 means no automatic due date.
These apply to invoices created by hand. Invoices that other plugins create keep their own values.
Number format
Number format is built from {seq} (the counter; {seq:4} pads to 0001) and date parts {YYYY} {YY} {MM} {DD} or the Jalali {jYYYY} {jYY} {jMM} {jDD}. The format must contain {seq} exactly once. Restart numbering (never, every year, every month) needs a matching date part in the format and cannot mix Jalali and Gregorian parts. Start numbering at sets the first number. Numbers already issued keep their format.
Number series
Give a line of business its own run, for example WD-0001 for Website Design (up to 40 series). Each has a name, a format, a restart rule and a start number. You pick the series once in the New Invoice dialog and the number never changes afterwards. A saved series cannot be removed, only archived (hidden from the picker). Changing a saved series' format starts a new counter, so old and new numbers cannot be found with one search. Two active series cannot share a format.
PDF and notifications
- Footer notes are printed at the bottom of every PDF (up to 1000 characters).
- Show logo on PDF includes the site logo in the header. The logo, seller name, address and tax ID come from the site brand profile, not from here.
- Refund SMS texts the customer when a refund is recorded. It needs an SMS provider that can send free text and costs per message; the refund email is always sent.
Currency
The invoice currency is the site currency, set under regional settings; there is no currency field here.