Invoice Configuration

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

Overview

By default, the Global Invoice Configuration settings (from 'Server Admin -> Invoice Management -> 'Invoice Configuration (Icon)' ) will apply to all Customers. However, you can configure separate invoice settings for individual customers, if required. Invoice Plans are selectable from those created at 'Server Admin -> Invoice Management -> 'Add New Invoice Plan (Icon)'.

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

Invoice Configuration Settings:

• Do not invoice - Select this option to disable invoicing for the Customer. If this option is selected, Invoice Reports will not be generated (for the Customer).

• Invoice using this plan - Select this option to enable invoicing for the Customer. Invoice Reports will be generated for the Customer using the Invoice plan selected in the drop down box. Plans that were earlier added to the server will be listed in this drop down box. Invoice Reports (using the configurations specified in the selected plan) will be generated for the Customer.

• Click here to Add a New Plan - Click this link to add a new Invoice plan. Newly added plans can be used for any customer(s). After adding a new Invoice plan, you can select the plan to generate Invoice for Customers as required.

• Email the generated invoice to - If this option is enabled, Invoice Reports will be automatically emailed to the specified recipients whenever the Invoice is generated. You can specify multiple recipients (simply separate them with commas). Invoice Reports can also be manually emailed using the 'Email this Report' link in 'Server Admin -> Customer Management -> Invoice Reports (Action) -> View (Action) for the particular Invoice Report'.

• Do not generate invoices automatically - If this option is enabled, invoice will not be generated automatically at the end of billing period. It 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

Invoice Reports can be generated only for the Customers. Client level Invoice Reports can not be generated (actually, we don't expect this to be a requirement).