Contents Settings

The Contents tab lets you define which details all invoices should include by default along with the default split you want to apply to all customer invoices.

You can access the Contents tab via Settings > invoices and tax > Contents on the Admin Panel

Invoice contents

This section includes an array of toggles that you can easily toggle on or off based on your invoicing requirements.

Create zero value invoices

This toggle lets you issue invoices with a total value of zero.

For more information, check out Enabling/Disabling Zero Value Invoices

Contract invoices should have their date based on the start date of their period.

Makes any contract invoice issued on the same day as the next period start date.

Contract invoices should have a due date based on the start date of their period.

Overrides your general automatic payment due date and makes any contract invoice due on the same day as the next period start date.

Require all sales to have a defined tax rate

This toggle lets you prevent issuing invoices if one or more of the invoiced items don't have a tax rate assigned via the Chart tab.

Require all sales to have a financial account

This toggle lets you prevent issuing invoices if one or more of the invoiced items don't have a financial account assigned via the Chart tab.

Include notes made in sales of products by each of the lines in an invoice

This toggle automatically lets you include any admin notes added to products sold to customers.

Include notes made in sales of time credit by each of the lines in an invoice

This toggle lets you include any admin notes added to time credits sold to customers.

Include notes made in bookings by each of the lines in an invoice

This toggle lets you include any admin notes added to bookings invoiced to customers.

Include lines for bookings fully paid by credit

This toggle lets you include all bookings paid using credits as invoice line items.

Include notes made on sales of passes by each of the lines in an invoice

This toggle lets you include any admin notes added to passes sold to customers.

Invoice split

This section lets you define when Nexudus should split purchases between a primary and secondary invoice.

Create an invoice per location if a customer is registered with more than one location

This toggle lets you issue an invoice per location where customers are registered and have pending charges.

Create an invoice per contract if a customer is due to renew more than one contract

This toggle lets you issue an invoice per contract when customers have multiple active contracts in their account.

Create an invoice per purchase order reference

This toggle lets you issue invoices for all item that share the same purchase order reference when customers have multiple active contracts in their account.

Secondary invoices should have their date set to one day earlier than the primary invoice

This toggle lets you issue the secondary invoice one day prior to the primary one.

Primary and Secondary Invoice Selection

You can also define which sales items should be included in the primary and secondary invoices by default.