The Settings section allows you to customize invoice settings.
To access the settings, go to the Account > Settings section.
The “Invoice Settings” tab allows you to customize the information displayed in client invoices and publisher payouts.
To edit the publisher payouts information, fill in the following fields in the “Payee Details” block:
Name: Fill in the full name of the payee.
Address: Fill in the billing address.
Bank: Fill in the name of the receiving bank.
Email Address: Fill in the email address the payout will be sent to.
Click the “Save” button to complete.
To view the payout document example, click the “Show Payout Example” button.
To edit the client invoice information, fill in the following fields in the “Invoice Details” block:
Invoice Prefix: Fill in the text that is displayed as a prefix in an invoice.
Invoice For: Fill in the component or service the client is invoiced for.
Click the “Save” button to complete.
To view the invoice document example, click the “Show Invoice Example” button.
The “Client Invoices” tab allows you to manage the frequency of invoices to be generated, as well as the general details and recipients. To edit the client invoice settings, fill in the following fields:
Auto-Generate: Select the “Enabled” option to enable the automatically generated invoices pulled directly from the system’s component. To generate the invoices manually only, select the default “Disabled” option.
Generate On: Select the preferable day of the week for the invoices to be generated. Select the "Monthly" option to generate an invoice every first day of the month.
Semimonthly Days: Fill in the days of the month for the invoices to be generated using a comma. Example: 1, 16 (the invoice will be generated on the 1st and 16th of each month).
Subject Text: Fill in the text that will be displayed as the subject of the email. If left blank, it will show the Company name and the Invoice number.
Header Text: Fill in the text that will be displayed at the beginning of the email.
Extra Recipients: Fill in the list of emails to receive a copy of the invoice. Each email should be entered on a new line.
Click the “Save” button to complete.
The “Publisher Payouts” tab allows you to manage the general details and recipients of the publisher payouts. To edit the publisher payouts settings, fill in the following fields:
Auto-Process: Select the “Enabled” option to enable the automatically generated payouts pulled directly from the system’s component. To generate the payouts manually only, select the “Disabled” option.
Start On: Select the preferable day of the week for the automated payouts. Select the "Monthly" option to generate an invoice every first day of the month.
Hold Starting: Select the specific day of the week for the hold to start.
Semimonthly Days: Fill in the days of the month for the invoices to be generated using a comma. Example: 1, 16 (the invoice will be generated on the 1st and 16th of each month).
Header Text: Fill in the text that will be displayed at the beginning of the email.
Extra Recipients: Fill in the list of emails to receive a copy of the invoice. Each email should be entered on a new line.
Click the “Save” button to complete.
The “Payment Thresholds” tab allows you to set the minimum amount bar for the payout processing according to each payment service. To set the payment threshold, select the payment service and fill in the minimum amount in the corresponding field. Click the “Save” button to complete.
The “Invoice Processing” tab allows you to view and configure your payment processing platforms for the invoice. The payment methods list contains the following information:
Name: The name of the payment method.
Status: The availability status (Enabled / Disabled).
Client: The name of the user/key according to the corresponding platform.
To login into the platform or edit the information, click the “Configure” button in the “Actions” column, and fill in the required information in the pop-up window accordingly. Click the “Save” button to complete.
