You can create and send invoices directly from your website, so you don’t need to switch between multiple tools. This guide explains how to enable invoicing and customize your invoice details and design.
Enable the Invoice System
To start using invoices, first activate the invoice provider in your dashboard:
In your Dashboard, click Orders.
Select Invoices from the side menu.
Click Settings.
Under Invoice Provider, change the status from Inactive to your website Invoices System (or choose a supported third-party provider).
Now you’ll see the supported document types, such as:
Invoice/Receipt
Credit Note
Receipt Only
Fill in your business details to ensure your invoices are professional and legally compliant:
Company Name - Enter your registered business name.
Company ID - Provide your official business identification number.
Invoice Numbering - Set the starting number for your invoice sequence.
Logo - Click Upload to add your business logo to the invoice.
Customize the look of your invoices to match your brand:
Invoice Design - Choose between different layout templates, such as Template 1 or Template 2.
Leading Color - Use the color picker to select a primary color that matches your brand's identity.
Billing Address Information - Enter your business's physical address, including Country, City, and Postal Code, to be displayed on all outgoing invoices.
Legal Compliance - Ensure the information entered in the Company ID and Billing Address fields meets your local tax requirements.
Automated Sending - Once configured, the system can automatically generate and send invoices to your customers upon a successful purchase.
Account Sync - Ensure your company information matches your official tax records for accurate reporting.
