Update Invoice Terms, formatting & more!
Access Invoice Settings
Access Invoice Settings
Click Settings
Click Invoice Settings
General Configuration
General Configuration
Include the Booking Name and/or Booking Start Date near the top of Invoices
Include Serving Time and/or Revenue Category by Default on tables
Enable beta features, such as Prepayment Invoices
Choose whether your team can Bill Invoices to Contacts, Accounts, or either.
Specify Invoice Terms such as Bank Details or payment requirements
Invoice Number Formatting
Invoice Number Formatting
Some countries have strict legal requirements for Invoicing. These options allow you to customize these rules based on your needs.
Invoice Numbering Prefix
The Minimum Number of Digits
Allow Custom Invoice Numbers
If nothing is selected the following defaults will apply:
Prefix is INV-
The default is 5 digits: e.g. :INV-00005
Invoice numbers are customizable
Online Payments
Online Payments
Utilizing our Stripe Integration, your customers can make online payments via credit card, directly on an Event Temple Invoice!
When integrated with Stripe, you can then select whether to save customer card on file after payment.
At Event Temple, we prioritize your clients' security and privacy. As part of our standard practice, payment details provided by your clients when paying their invoice are not retained for future use.
However, for your convenience, we offer a secure option to save your clients' payment details for faster and more convenient transactions in the future. This can be especially helpful if there are potential future charges related to the service, such as cancellation or no-show fees.
We understand that saving payment details requires careful consideration. Therefore, we recommend consulting with your legal counsel or compliance team regarding the proper handling and use of payment details. For example, you may refer to the European Data Protection Board's guidelines on the storage of credit card data for faster checkout (link provided).
Consult with your legal counsel or compliance team regarding saving and using payment details. For example, the European Data Protection Board issued guidance regarding the saving of payment details for faster future checkout.
Customize Component Labels
Customize Component Labels
Customize headings of different components on the Invoice. Organizations may use this to put Invoices in languages other than English.
Hint: Don't forget to hit save!
Important Considerations about Invoice Settings
Important Considerations about Invoice Settings
Changes to the Invoice Terms, Field Labels, and Notes and Terms in the Footer Section will only be reflected in new invoices.
Changes to other Invoice Settings will not affect existing invoices