Commit 4c0913ed authored by MikeyMJCO's avatar MikeyMJCO
Browse files

Merge branch 'Deuce.Brandt-master-patch-14793' into 'master'

Update invoicing.md

See merge request !536
parents 70309e73 8a49aa23
# Invoicing
Invoicing works for all Financial Types and Completed and Pending
Contribution Statuses and has to be enabled. To enable invoicing go
Contribution Statuses and has to be enabled. To enable Invoicing go
to **Administer > CiviContribute > CiviContribute Component Settings** and
check the "Enable Tax and Invoicing" box.
In this screen you can set certain settings for invoices as well:
In this screen you can set certain settings for Invoices as well:
- add a prefix for invoices
- the interval of days, weeks, or years until due date
- customized notes or standard terms you want to appear on your
invoice
- add a Prefix for Invoices and Credit Notes
- the interval of days, weeks, or years until Due Date
- customized Notes or Standard Terms you want to appear on your
Invoice
![screenshot](../img/civicontribute_comp_settings.png)
## Creating an Invoice
Once Invoicing has been enabled, you can easily email or print invoices
Once Invoicing has been enabled, you can easily Email or Print Invoices
for Complete or Pending Contributions from a contact's **Contribution**
Tab.
1. Go to Contact's Contribution tab
2. View the record you want to create an invoice for
2. View the record you want to create an Invoice for
![List of contributions for a specific contact.](../img/contribution_summary.png)
1. Once you are viewing the record you have the option to Print Invoice
or Email Invoice. Printing an Invoice will download a pdf and
Emailing an Invoice will provide an additional Options screen.
Once you are viewing the record you have the option to Print Invoice or Email Invoice. Printing an Invoice will download a pdf and Emailing an Invoice will provide an additional Options screen.
![The print invoice and email invoice buttons are at the bottom of the contrbution screen.](../img/contributiion_view_Screen.png)
![The print Invoice and email Invoice buttons are at the bottom of the contrbution screen.](../img/contributiion_view_Screen.png)
1. Once you have chosen the Email Invoice option you have options
before sending:
Emailing Invoices:
1. Once you have chosen the Email Invoice option you have options before sending:
- From Email Address
......@@ -41,26 +39,25 @@ Tab.
![E-mail message.](../img/email_invoice.png)
!!! note
When you send an invoice by email it is not possible to add CC / BCC.
If you do want to have the possibility to CC/BCC (although with explicit fields, not implicit), there is an extension for that: [invoicehelper](https://lab.civicrm.org/extensions/invoicehelper).
When you send an Invoice by email it is not possible to add CC / BCC.
If you do want to have the possibility to CC / BCC (although with explicit fields, not implicit), there is an extension for that: [invoicehelper](https://lab.civicrm.org/extensions/invoicehelper).
Here is an example of a printed invoice. Invoices can be customized.
Here is an example of a printed Invoice. Invoices can be customized.
![Invoice example.](../img/invoice.png)
## Invoice Customization
The out of the box template code populates the Company Name, Address,
and Website Information listed on the top right of invoices come
and Website Information listed on the top right of Invoices come
directly from the Organization Address and Contact Info. To make any
edits to this information, you can access it at **Administer Console >
Configuration Checklist > Organization Address and Contact Info**.
The look of the invoice and invoice image can be edited and customized
The look of the Invoice and Invoice image can be edited and customized
in **Administer > Communications > Message Templates > System Workflow Messages > Contributions-Invoice.**
To change the image on the invoice you will need to modify the code on
line 10, replacing the image source (img src).
To change the image on the Invoice you will need to modify the code see below, replacing the image source (img src).
```html
<td><img src = "{$resourceBase}/i/civi99.png" height = "34px" width
......
Supports Markdown
0% or .
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or to comment