You can configure different aspects of invoicing: Who and when should receive invoices, how invoice numbers should look like, how much items to put into a single invoice, etc. The system generates invoices as PDF files, but you can also view the invoice details from web.
PDF invoices are formatted to the locale you specified for the admin user profile. For example, if the admin user country is Russia, the invoice will use "," for decimal part delimiter, and if the country is the USA, the invoice will use ".".
PDF invoice language is dictated by the user for whom the invoice was generated. For example, invoices generated for customers from Germany will be written in German. Invoices generated from the administrator interface will use the administrator's profile language settings.
To change the administrator's country and language, go to Business Setup > All Settings > Administrators, click an administrator and Edit. To change the language for your profile, click Profile in the top of the page.
For each subscription, Business Manager creates invoices in the currency of the online store, in which the subscription was ordered. For example, all invoices for the subscriptions ordered in a store with euro currency will charge subscribers in euro. You cannot change the currency of an existing subscription.
As we already mentioned, you can customize the format of invoice numbers (invoice sequence). For example, you can start with "1" or "1000" or any number specific to your business needs. The system also allows you to select how you want to number your invoices such as:
Invoicing is one of the many features used by Business Manager to create accounting entries. The basic accounting entries that get created for an invoice are as follows:
There are other accounting entries that can be made during invoice creation, but those are controlled by you. For example, coupon cost. When someone uses a coupon, Business Manager will keep track of how much the plan they purchased would have cost without applying a coupon. The system creates the appropriate expense entries each time an invoice is created.
In addition to coupon cost, there is subscription cost. You have the ability to associate generic accounting entries with each plan created. These entries are created each time a subscription of that plan type is included on an invoice.
To set up invoicing, go to Business Setup > All Settings > Invoicing.
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