Help » Settings » Invoice Settings
Invoice Settings determine a large part of CannyBill's default functionality, as well as your company's VAT / Tax details, invoice sending options and accepted payment methods.
Default Invoice Settings
This section determines the default values used in your invoices section.
- Custom Domain Names is a very powerful feature which enables you to have your own custom domain name for your CannyBill account and order forms. By default your URL is company.cannybill.com but you could have billing.company.com.
1. Setup your subdomain on your server then point the DNS to your server.
2. Setup an SSL for the subdomain - this requires the purchase and installation of an SSL Certificate.
3. Redirect your http traffic to the SSL - Redirect permanent / https://yourpersonal.domain.co.uk/
4. On the SSL vhost you need the following config added:
< Proxy *>
Order deny,allow
Allow from all
< /Proxy >
ProxyRequests Off
SSLProxyEngine On
ProxyPass / https://youraccount.cannybill.com
ProxyPassReverse / https://youraccount.cannybill.com
5. Restart apache - Customer Notes is a great feature which enables you to add notes to any customer account and make them public or private.
- Estimates enable you to send estimates or quotes to your customers. Simply turn this feature on then head over to the invoices tab and create a new invoice but this time you will see an option to create an estimate instead.
- Order Email Address is the email address that all new order notifications will be sent to.
- Order Return URL is the URL you would like your customers to go to once they have completed an order.
- Invoice Prefix is the prefix (if any) that you want your invoices to have e.g. web-001
- Invoice Sart Number is the number you want your invoices to start from e.g. 100. Please note that this must be set at the start before adding any invoices or they will just start from 1 and carry on.
- Currency is the default currency that all transactions will be based on. All prices in parts of your CannyBill account will be automatically updated (admin panel, order forms, emails etc.)
- Multiple Currency enables you to offer multiple currencies to your customers but do make sure your bank and payment gateway can support this.
- Payments Due allows you to set when invoices are due for payment. Choose either 'Date upon Receipt', or allow some leeway by extending the payment due period (Net 15, Net 30 etc.).
- Late Fees can be calculated as a percentage of the invoice total, and added every calendar month past the invoices due date.
- Send Auto-Invoice reminders to remind late payers that an invoice is overdue. Reminders will be sent out in multiples of the timeframe chosen (every day, every week, every 15 days etc.)
- Set a Number of reminders before account suspension to ensure that a problem account is suspended and made inactive if it is not paid for in full by the end of a set overdue period. Example: To send reminders every two weeks then have the account suspended after 2 months you would set the Send Auto-Invoice reminders to every 15 days then set the Number of reminders before account suspension to 4.
Note: The invoice prefix and starting number MUST be set at before any invoices are created. If you have already created some invoices these will need to be deleted before a new sequence can begin.
VAT / Company Settings
You can set your own VAT and tax settings by clicking the Set VAT / Tax Rates by Country link. For example, the United Kingdom's tax name would be set to VAT, and it's rate to 17.5%. You can also set Tax rates to be different for different Countries & Counties/States. Any Country or County/State which is added/edited/deleted from this page will be reflected in the font end of your ordering system. If for example you delete all the Counties/States from the UK, then your customers would have to enter their own. The same would apply that you could add all the Counties/States for Japan so your customers could then choose one from a list. The same applies for Countries. If for example you only want to sell to the United States, then delete all the other Countries. You can also set your VAT and Company Registration number which will appear in all invoices and also a link to your Terms & Conditions which your customers must accept before placing an order.
Invoice Sending Options
Set how you would like your customers and subscribers to receive invoices from you. All users must receive an email invoice, but you also have the option of attaching the invoice along with an attached PDF version.
Accepted Payment Types
Specify which payment methods you would like to accept.
Accepted Credit Cards
As well as choosing to accept Credit / Debit Cards as a payment method, you can specify which card types you would like to accept. Simply check which ones you would like to accept before saving your settings.