Customize Your Invoice Settings and Notifications

At the End of This Lesson

You'll be able to:

• Customize the information that appears on your invoices.
• Get email notifications for purchases, invoices, and credit notes.

Customize Your Invoice Details

1. Select Settings → Sales → Product

2. Scroll down to the Invoices section

   • Enter or update:

     • Next invoice number to use

     • Formatting of invoice numbers

     • Invoice sender name

     • Invoice sender email

     • Custom note for invoice — the message at the bottom of every invoice
       
       
       
       
       
       

3. Click Save changes

Set Up Purchase, Invoice, and Credit Note Notifications

You can get email notifications for purchase activity and copies of each invoice and credit note.

1. Select Settings → Sales → Product 
2. Scroll down to the Notifications section
3. In Send email notifications for new, canceled, expired, and unrenewed purchases, enter the email addresses that should get purchase notifications
4. In Send a copy of each invoice to your email, enter the email addresses that should get invoice copies
5. In Send a copy of each credit note to email, enter the email addresses that should get credit note copies
6. In Send an SMS notification of each new purchase, enter a phone number with country code
   
   
   
7. Click Save changes