Invoice Settings – Professional Billing Configuration
The Invoice Settings section is used to configure all invoice-related parameters, including design, numbering, tax treatment, and layout. These settings ensure consistency, compliance, and professional appearance in all invoice generation.
Access Path
Access Path
Settings > Invoice Settings
Interface Overview
Invoice Settings Interface
Preview
Invoice Settings configuration panel showing design options, tax settings, and live preview
1. Required Fields Configuration
Invoice Field Management
Enable or disable fields that are required to be shown on the invoice. When toggled ON, the respective fields are shown in the final invoice totals section.
Shipping Charge
Toggle to include/exclude shipping charges field in the invoice
Adjustment
Toggle to allow adjustment entries (rounding differences or manual adjustments)
2. Design & Branding Options
Customize Invoice Appearance
a. Template Selection
Basic Template
Clean, simple layout for standard invoicing
Modern Template
Contemporary design with enhanced styling
b. Organization Branding
Organization Logo
Upload and preview your company logo
Organization Name
Displayed prominently in the invoice header
Invoice Format & Numbering
c. Invoice & Estimate Format
Invoice Prefix
Appears before invoice number
Estimate Prefix
Used in estimate/quotation numbers
Number of Digits
Invoice number zero-padding
Current Invoice Number
Start or update sequence
📝 Example Output
With above settings: INV0001, EST0001
d. Tax Settings Configuration
Tax Configuration
Tax Settings
Default Tax
Inclusive / Exclusive tax calculation
Tax Type
VAT, GST, etc. (required for calculation)
Tax Group
Dropdown to select applicable tax group/rates
Company Information
Company Tax Number
Optional field for government compliance or B2B invoicing
🧠 Important Note
Tax Type & Tax Group must be configured before invoice creation to apply the correct tax logic.
3. Currency & 4. Customization Style
💲 Currency Settings
Default Currency
Set the default currency for invoice pricing and totals
🎨 Customization Style
Font Color
Black, Blue, Green, Red
Background
Light gray, blue shades (affects invoice block styling)
5. Format & Layout Settings
Paper Type
Select paper size for invoice printing
Margin
Set margin spacing on edges (e.g., 1 unit)
6. Preview Panel (Live Example)
Live Invoice Preview
The right-hand side of the interface shows a dynamic Live Invoice Preview that displays organization name, logo, and reflects all selected template, styling, and structure changes in real-time.
Organization Name
INVOICE
#INV0001
Bill To:
Client Name
Client Address
Date:
2024-01-15
🔄 Dynamic Preview
The totals section dynamically shows: Subtotal, Tax, Shipping Charges (if enabled), Adjustments (if enabled), Round Off, and Final Total based on your configuration.
Use Case Flow
Setup Process
Go to Invoice Settings
Navigate to the invoice configuration section
Choose Template & Branding
Select template, set prefixes, and configure numbering
Configure Required Fields
Enable/disable shipping charges and adjustments
Select Tax Settings
Choose Tax Type and Tax Group for calculations
Set Custom Styling
Configure visual styling and format options
Validate with Preview
Use the live preview to validate your setup
Save & Generate
Save settings and start generating professional invoices
🎯 Outcome
Start generating professional invoices with consistent formatting, proper tax calculations, and your organization's branding.