Managing Invoice Settings

Invoice Settings control the content and formatting of invoices generated in Direct Ordering. Configuration happens at three levels: brand-level defaults that apply to every invoice, store-level address overrides that replace brand-level address fields on invoices for specific stores, and revenue-center-level email overrides that replace the brand-level email on invoices for specific revenue centers.

Configuring Brand-Level Invoice Settings

Brand-level Invoice Settings define the default content that appears on every invoice generated for the brand. The required fields must be completed to enable invoice generation.

Follow the steps below to configure brand-level Invoice Settings:

Configuring Store-Level Address Overrides

Store-level overrides replace the brand-level address fields with store-specific values on invoices generated for that store. These overrides are used when an invoice needs to reflect the address of the fulfilling store rather than the brand-generic address. When override fields are left empty, the brand-level address is used.

Follow the steps below to configure store-level address overrides:

Configuring Revenue Center-Level Email Overrides

Revenue-center email overrides allow a specific revenue center to use its own email address on generated invoices, replacing the default email configured at the brand level. When the email field is left empty, the brand-level email is used.

Follow the steps below to configure a revenue-center-level email override:

Uploading the Brand Logo

A brand logo appears at the top of every invoice generated for the brand. The logo is uploaded once at the brand level and applies to all invoices.

Follow the steps below to upload the brand logo for invoices: