Invoice Settings
The defaults you set once for invoices — and every new invoice starts from them. This is where you decide how invoices are numbered, how they are signed and worded, and which documents they must carry.
Where to find it
Open the Bizconnekt admin console and go to Settings → Entity → Invoice. You need Tenant Administrator access.
What can you set for invoices?
| Setting | What it does |
|---|---|
| Automatic numbering | Turn on auto-numbering so each invoice gets a number automatically, with your chosen prefix and starting number, keeping your number series unbroken. |
| Required documents | Choose which files an invoice must carry, such as the customer's purchase order or proof of delivery. |
| Signature | Add a signature to the printed invoice — often expected on a tax invoice. |
| Standard terms and conditions | Write the wording that appears on every invoice by default. |
| Print template | Set the layout the invoice prints and shares with. |
How to configure invoice defaults
- Go to Settings → Entity → Invoice.
- Turn on automatic numbering and set the prefix and starting number.
- Choose any documents an invoice must carry.
- Add a signature and your standard terms and conditions.
- Click Save. New invoices follow these defaults.
What it affects
These defaults apply to every new invoice — typed in, bulk imported, or raised from a sales order or delivery. Tax details come from your taxes and compliance settings. Changes apply to new invoices; existing ones are unchanged.
Related guides
Need help? Contact support at support@bizconnekt.com