Invoice Settings

Setting up Invoice Numbers, Sender, and Greeting

  1. Select Settings from your Simplero Dashboard
  2. Select the Products tab
  3. Scroll down to the Invoice number section and set the invoice number, sender, and sender email

    Invoice_number_section_in_product_settings
  4. Scroll down to the Invoice greeting section and customize a note which will appear at the bottom of your invoices.

    Invoice_greeting_section_in_product_settings
  5. Scroll down and click the Save changes button


Notifications of each invoice issued

  1. Select Settings from your Simplero Dashboard
  2. Select the Products tab
  3. Scroll down to the Notifications section and enter the emails and phone number for SMS where to send notification of each new purchase and cancellation of purchase as well as where to send a copy of invoice and credit note.

    Notifications_section_in_product_settings
  4. Scroll down and click the Save changes button