Global Invoice Configuration

• Overview
• How to get here in the StoreGrid Web Console?
• Global Invoice Configuration
• Troubleshooting Tips
• Limitations

Overview

This page is used to configure global Invoice settings for the server. Invoice settings configured here are, by default, applied to all the Customers in the server. However, if the Invoice settings for a particular Customer is manually edited and saved, then the "Global Invoice Configuration" will not be taken for that customer.

How to get here in the StoreGrid Web Console?
 In the top menu, select: "Server Admin -> Invoice Management -> Invoice Configuration (Icon)"

Global Invoice Configuration

• Do not invoice - This option is to disable Invoice generation for the server. If this option is selected, Invoice Reports will not be generated for customers (unless they are separately configured for individual customers)

• Invoice using this plan - Select this option to enable Invoicing on the server. If this option is selected, then Invoice Reports will be generated for Customers (unless they are separately configured for individual customers) using the Invoice plan selected in the drop down box. All plans previously configured on the server will be listed in the drop down box. By default, if invoicing is selected, it will use the "Default Invoice Plan".

• Click here to Add a New Plan - This quick link takes you to the "Add a new Invoice plan" module. After adding a new Invoice plan, you can select the plan in the drop down box.

• Whenever the invoice is generated email it to - If this option is enabled, Invoice Reports will be automatically emailed to the specified recipients whenever invoices are generated by StoreGrid. You can specify multiple recipients (simply separate them with commas). Please note that Invoice Reports can also be manually emailed by using the 'Email this Report' link in "Server Admin -> Invoice Management -> View Invoice Report Summary (Icon) -> View (Action)".

• Do not generate invoices automatically - If this option is enabled, invoice will not be generated automatically at the end of billing period. Invoice for the customer can be generated manually by clicking the ‘Generate Invoice’ button in ‘Server Admin-> Customer Management -> View Invoices (action for customer) page.

Note : Before enabling ‘ Email the generated invoice to’ option, the user should enable the Email Settings by going to Administration > Advanced Options > Email Settings page.

Troubleshooting Tips

Limitations

1. Invoice generation can be configured only at the Server/Customer level. Client level Invoice generation is not available (we don't expect anyone to really require this).