Create and Manage Automatic Invoices

You can manage and send invoices directly from SITE123, ensuring your business runs smoothly without jumping between different apps.

Enable the Invoice System

To start using invoices, you must first activate the system in your dashboard:

• In your Dashboard, click on Orders.

• Select Invoices from the side menu.

• Click on the Settings button.

• Under Invoice Provider, change the status from Inactive to SITE123 Invoices System or select a supported third-party provider.

• Once enabled, you will see the supported features, such as Invoice/Receipt, Credit Note, and Receipt Only.

Configure Company Information

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.

Invoice Design and Billing

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.