Invoice Types

Select the types of documents your business needs to create. You can change these settings later.

For sales where VAT is not charged.

For taxable supplies where VAT is charged.

For quotations or preliminary billing documents that are not final invoices.

Used to reduce the value of a previously issued invoice.

Used to increase the value of a previously issued invoice.

Invoice Numbering

Configure how invoice numbers are generated for your business.

Numbering can be configured separately for each branch.
Example format: 26AUG_MAIN_00001

Number Format

YY
Last two digits of the year.
MMM
First three characters of the month in uppercase.
QQQQ
Branch or business-specific alphanumeric code.
XXXXX
Sequential numeric invoice number.
Used when setting up a new numbering sequence.

Default Invoice Settings

Set the defaults used when creating new invoices.

Tax & VAT

Configure the default tax behaviour used when creating taxable invoices.

%
This rate will be suggested when adding taxable items.
Calculate VAT automatically based on the selected tax rate and taxable amount.

Tax information

Make sure your tax registration and VAT settings are accurate before issuing tax invoices. Company tax registration details are managed under Company Details.

Proforma Invoices

Configure how proforma invoices behave before they become final tax invoices.

Converting a proforma invoice should create or issue a properly numbered final invoice without treating the original proforma as a tax invoice.

Credit & Debit Notes

Configure how credit and debit notes are numbered and linked to original invoices.

Credit and debit notes should normally be linked to the original invoice whenever applicable.

Invoice Display

Choose the information displayed on generated invoices.

Invoice Footer

Add a standard message that appears at the bottom of your invoices.

You can still add invoice-specific notes when creating an individual invoice.
Save your invoice settings

These settings will be used when creating new invoices.

Important

Changes to numbering and tax-related settings can affect subsequently issued documents. Previously issued invoices should retain their original document details.