Invoicing settings

Currency

The currency code and symbol will appear throughout the system and in invoicing.

Billing trigger

This is the default setting for how invoices will be processed by the system.

• Automatic: Invoices will be sent automatically (in the case that a user or instance doesn't have a payment gateway setup). If there is a payment gateway setup and the user has credit card details on file, invoices will automatically charge the customer's registered payment method. 
• Manual: Invoices will go to Draft state after which they'd have to manually be sent to the customer or charged (in the case the customer has payment details on file).
• Note: This can be overridden at the user level in the User details section. This setting in the General Settings is the default that will apply system-wide, unless it is overridden manually.

Invoice overdue age (days)

Set the number of days that you want the system to automatically mark invoices as Overdue. The number of days is tracked from the date when the invoice is first sent to the customer.  The timing resets if an invoice is marked as draft and resent.

The overdue status of invoices (marking an invoice as overdue or unmarking it as overdue) is updated at about 1 PM each day in your instance's timezone.

No emails will be sent to the customer as a result of the Overdue status being applied. If you'd like to send reminders to your customers for outstanding invoices, you can do this using Invoice reminders.

Advance invoicing

This section is where you will set your invoice generation mode. To change or edit these settings please contact support@storeganise.com.