Invoice settings

TABLE OF CONTENTS

• Invoicing
• Configuration
• Custom styling
• Example invoice
• More information

Invoicing

Using Eduframe you can create and send invoices, request payments and record and track payment status. See our article on using Invoices.

Configuration

When generating invoices using Eduframe you will want to make sure:

1. The content is correct
2. The invoice matches with your corporate identity

In the invoice settings you can:

• Select the template (using tags) for automatically generating the invoice number
• Set a starting number (in case you want to follow up an already existing invoice number set)
• Set the default tax rate. This rate will be applied by default to all automatically generated invoice lines
  • Add other tax rates, to be able to use on the invoice
• Set an expiry date. After this date the state of the invoice automatically changes to 'expired', when payment is not recorded as fully completed.
• Add a default footnote, like a link to your general conditions

Furthermore there are three specific settings

• Show the OGM code: this code is required for Belgian Educators and is shown in case the reference field is empty.
• Prefix the educator phone number with country code: this setting enables/disables prefixing the phone number configured below 'settings' -> 'company information' with a country code.
• Show and use company paper (like a watermark) as background image of the invoice
  • The file for the company paper should be less than 5 megabytes, with a maximum width of 4096px and maximum height is 2160 px. The supported formats are .gif, .jpg, .jpeg, .png and .tiff.
  • To maintain aspect ratio the uploaded image should have a ratio of exactly 2480 wide and 3508 high

Tip: Do you want to record a reference number for business orders? You can save these on the order and request these on the signup, by adding the custom field 'Reference' on 'Order'. Data collected in this field on the order & signup will be shown on the invoice and order as 'Reference'.

Note: The invoice shows the 'company logo' by default. The company logo can be set in 'settings' -> 'company information'.

Look and feel

Do you have any specific requests on the styling of your invoice? Or do you want to hide certain elements on the invoice? Contact us.

Example invoice:

More information

Click here for other Articles around the Settings page in Eduframe

Click here if you have any questions for support.