Invoice Settings

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The Invoice Settings is where you can add customization to your invoices by configuring other components such as currency, adding extra fields, and calculation such as tax, discount, and fees.


Add Invoice Title Name

On the ‘Invoice Title Name‘ field, you can add the name of your invoice. By default, it is labeled as ‘INVOICE’.

edit invoice setting

Set Currency

By default, the predefined currency will be what you have set in your business settings. However, you can still change the currency for any specific invoice by choosing from the ‘Currency‘ selection.

set currency

Extra Field

You can add a custom field to your invoice using the extra field. This allows you to add a label name and a value to the input. This will be visible on the header.

You can choose to position this extra field on three different sections:

  1. Under Code Number
  2. Under From
  3. Under Bill To
invoice extra field
invoice extra field - under code number
Under Code Number
invoice extra field - under from
Under From
invoice extra field - under bill to
Under Bill To

Tax, Discount & Fees

You can configure your invoice settings for tax, discount, and fees, and this will be applied to the invoice total calculation.

tax discount & fees setting

Rename the label of Discount/Tax/Fee

Saphyte provides flexibility when it comes to customizing the labels of the Tax, Discount, Fees as per your terminology, for example, tax in UAE is known as ‘VAT’, meanwhile, in Mexico, it is termed as ‘IVA’.

rename the label

Not Included/Included

Not IncludedThe discount, tax, or fee applies exclusively to the total amount
Included The discount, tax, or fee applies inclusively to the total amount

Global/Individual Configuration

GlobalThe calculation applies to the total amount
IndividualThe calculation applies to each item line

Percentage/Fixed Amount

You can set values to your tax, discount, and fees and apply them as a percentage or fixed amount.

set percentage/fixed amount