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Invoice Settings

The Invoice Settings module in the Centric System manages configurations for all types of sales and purchase documents. This ensures consistency, compliance, and customization of invoice-related processes across the organization.

Purpose​

Invoice Settings allow organizations to:

  • Define numbering rules and templates for invoices and related documents.
  • Standardize the format and style of customer- and vendor-facing documents.
  • Ensure compliance with financial and taxation regulations.
  • Simplify tracking and organization of invoices, orders, and notes.

Subsections of Invoice Settings​

1. Sales Invoice​

The sales invoice settings configure the structure and presentation of invoices issued to customers.

  • Number Prefix, Number of Digits, Next Number: Defines the numbering format (e.g., INV-33050).
  • Payment Terms: Default credit terms for customers (e.g., Due within 15 days).
  • Template View: Choose between Default, Classic, or Modern invoice designs.
  • Color: Custom branding color for invoice template.
  • Title, Subheading, Notes, Footer: Customizable text to personalize invoices.
  • VAT: Applied either per item or per group.
  • Item, Price, Quantity Names: Label customization for line items.
  • Toggle Options: Hide item description or amount when required.

Benefit: Ensures professional, consistent, and compliant customer invoices.

2. Sales Order​

Manages the configuration of sales order documents issued before delivering goods or services.

  • Number Prefix, Number of Digits, Next Number: Controls order numbering (e.g., SO22-22355).
  • Template View: Allows branded layouts for customer orders.
  • Color: Set custom theme colors.
  • Title, Subheading, Notes, Footer: Personalization fields for sales orders.
  • Item, Price, Quantity Names: Adjusted for sales order context.
  • Toggle Options: Hide item details or amounts for simplified orders.

Benefit: Creates professional sales order documents that align with company branding.

3. Quotation​

Quotation settings define the structure of estimates provided to customers.

  • Name: Identifies the quotation template.
  • Number Prefix, Number of Digits, Next Number: Controls sequence for quotation IDs.
  • Payment Terms: Defines default quotation validity terms.
  • Template View & Color: Controls layout and branding.
  • Title, Subheading, Notes, Footer: Provides details for customer-facing quotations.
  • Item, Price, Quantity Names: Fully customizable labels.
  • Toggle Options: Hide or display detailed descriptions and amounts.

Benefit: Delivers clear, branded quotations that improve customer communication and trust.

4. Credit Note​

Credit notes are issued to customers to reduce invoice amounts due to returns, discounts, or corrections.

  • Number Prefix, Number of Digits, Next Number: Configures credit note numbering.
  • Template View & Color: Branding and styling controls.
  • Title, Subheading, Notes, Footer: Custom text fields for clarity.

Benefit: Ensures accurate and traceable issuance of credit notes, reducing errors in financial records.

5. Purchase Order​

Defines the structure of purchase orders sent to suppliers.

  • Number Prefix, Number of Digits, Next Number: Maintains sequence for purchase documents.
  • Template View & Color: Customizable templates to match company branding.
  • Title, Subheading, Notes, Footer: Provides additional supplier instructions.
  • Item, Price, Quantity Names: Customizable labels.
  • Toggle Options: Hide description or amounts when needed.

Benefit: Streamlines vendor communication and provides professional purchase documentation.

6. Debit Note​

Debit notes are issued to suppliers to formally record returned goods or claim adjustments.

  • Number Prefix, Number of Digits, Next Number: Sets numbering rules (e.g., DN-5008).
  • Simple Interface: Focused on numbering without complex template fields.

Benefit: Provides transparency and traceability in supplier-related adjustments.

The Invoice Settings ensures all financial documents—whether sales, purchase, or adjustments—are consistent, traceable, and professional.