You can edit your current invoice details or create new invoicing details by heading to Settings->Order/ invoice settings. Here, you can either select to Edit your Default invoice details or create New invoicing details.
Editing your invoicing details
You can edit your invoicing details by selecting the edit pencil. Here, you can change and amend the following headings for your invoices :
- Name
- Accountancy integration to sync with
- Logo
- Business details
- Bank details
- Contact details
- PDF document options
- Export invoice details
Creating new invoicing details
There may be occasions in which you need invoicing details that differ from your usual default invoice details. This is particularly handy when handling invoices for export or if you have multiple organisations under the same Breww account that you invoice from. By selecting New invoicing details, you can create a new set of details that can then be applied directly to a customer account. This can be done by heading to the customer, selecting Edit, and selecting the invoicing details from the Invoicing details to use.
Next time you raise an order for this customer, it will use these details rather than your default details.
Alternatively, you could set your invoicing details to be used on orders that are fulfilled from a specific site. Our Creating sites & locations help guide discusses how to do this in more detail. Any invoicing details set on a customer will be prioritised over what is set on the site.
Email send-from overrides
Each set of invoicing details can optionally override the email send-from address and display name that are normally configured in your brewery-wide Email settings. This is especially useful for multi-business setups where several legal entities or trading names operate under a single Breww account and each needs to send emails from its own address and name.
You will find the Email send-from overrides fieldset when editing any invoicing details. It contains two optional fields:
- Email send-from address — An email address to use as the “From” address when sending invoices and other documents that use these invoicing details. The domain of this address must already be authorised under
Settings→Email settings→Manage sending domains. See How to configure emails to be sent from your own domain name's email address for details on authorising a domain. - Send from name override — A display name to use as the sender name (the name shown alongside the email address in your customer’s inbox). This value is also used when resolving the
{{ business_name }}template variable in your email templates.
When either field is left blank, the corresponding value from your brewery-wide Settings → Email settings page is used instead, so you only need to fill these in when you want a specific set of invoicing details to differ from your account-wide defaults.
