Configuring Invoice Settings
Efficient invoice management is crucial for the successful operation of any business. Numbero offers not only a convenient platform for creating and sending invoices but also extensive customization options that allow you to tailor the system to your specific needs. In this article, we'll explore how Numbero's individual settings help optimize invoice processing and make it more efficient.
Numbero's flexible configuration system allows you to define settings at three levels:
Company Level:
Here, you can set general parameters that apply to all invoices you create. These settings include:
Document Language: Choose the default language for invoice generation.
Time Zone: Specify your time zone to ensure accurate date and time representation on invoices.
Currency: Set the default currency for invoice calculations.
Link Sharing Days: Define how many days the link to the e-invoice will remain active.
Partner Level:
For each partner, you can define individual settings that apply only to invoices issued to that specific partner. This allows you to customize invoices according to the specific requirements of each client or supplier.
Document Type Level:
In addition to company and partner-level settings, Numbero allows you to customize each individual document type. This gives you maximum control over the appearance and content of your invoices. These settings include:
Document Number Format: Define the invoice number structure, for example, using prefixes, suffixes, or dates.
Sequence Number Reset: Set how invoice sequence numbers are generated, such as resetting them annually or monthly.
Leading Zero Count: Specify the number of leading zeros in invoice numbers to ensure consistent numbering.
Document Notes: Add standard notes that will be included on every invoice of this type.
Default Supplier Notes: Set default notes intended for internal use that will not be visible to the client.
This multi-tiered approach provides maximum flexibility and allows you to configure invoice settings precisely as needed for your business. Whether you require specific settings for individual clients or simply want to customize the appearance of your invoices, Numbero offers all the necessary tools.
How to Get Started:
Getting started with Numbero is easy. Register on the platform by entering the required information and begin configuring your invoice settings. The platform's intuitive interface and detailed help materials make Numbero easy to use for both experienced users and beginners.