Invoicing settings

Currency

The currency code and symbol will appear throughout the system and in invoicing.

Billing trigger

This is the default setting for how invoices will be processed by the system account-wide.
  • Automatic: If there is a payment gateway connected and the user has a payment method on file, invoices will automatically charge the customer's registered payment method. Otherwise, invoices will be emailed automatically as soon as they generate.
  • Manual: Invoices will generate in a Draft state after which they have to be manually sent to the customer or charged (in the case the customer has payment details on file).
Note: This can be overridden per individual user in the billing section of their user profile.

Invoice overdue age

Set the number of days that you want the system to automatically mark invoices as Overdue. The invoice overdue age is based on the invoice date:
  • The invoice date corresponds with the invoice period.
  • If your invoices are generated ahead of time, this is not factored into the overdue setting.
If you want invoices marked as overdue 5 days after the invoice date, you would set your Invoice overdue age   to 5 .

Overlocking / suspending unit access: If you have an access control system setup with Storeganise, the access will be revoked based on when a unit rental gets marked as overdue based on the above settings. The overdue status of invoices (marking an unpaid invoice as overdue) is updated at about 1 PM each day in your instance's timezone.No emails will be sent to the customer as a result of the Overdue status being applied. If you'd like to send reminders to your customers for outstanding invoices, you can do this using Invoice reminders.

Invoice generation

This section is where you will set your invoice generation mode. To change or edit these settings please contact support@storeganise.com.

Manual payment methods

Tailor the list of the payment method options that will show when adding manual payments to invoices. This could include payment methods specific to your country or even specific bank account names so that you can quickly complete reconciliations for common recurring manual payments you may receive.Simply click the + button to add a new manual payment to your list.
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Related articles
Invoice details, features, and functionality
Invoice generation: anniversary & date of month
Billing section on user profile
Invoice management
Invoicing settings