Invoice
This feature allows you to customize invoice options for your customers, enabling them to manage and personalize their billing details. Customers can download PDF invoices, receive invoices via email,
Downloadable Invoices
Enable customers to download PDF versions of their invoices, providing them with convenient access to their order and billing details.
Navigate to the Invoice Settings Section:
In the Qtane OrderEdit App, go to the Invoice Settings section.
Enable Invoice Downloads:
Toggle the "Allow Customers to Download Their Invoice" option.
Customers will be able to download a PDF version of their invoice directly from the app.
Save Your Settings:
Save your settings to apply the changes.
Email Invoices
Allow customers to receive an email containing their invoice, enabling them to share or save it for their records.
Navigate to the Invoice Settings Section:
In the app, go to the Invoice Settings section.
Enable Email Invoices:
Toggle the "Allow Customers to Send Their Invoice" option.
Customers will receive an email with their invoice attached, making it easy for them to save or share.
Save Your Settings:
Save your settings to apply the changes.
Business Purchase Option
Enable customers to mark their purchase as a business transaction and add relevant details like tax IDs. This is especially useful for customers who need to include business information on their invoices.
Navigate to the Invoice Settings Section:
In the app, go to the Invoice Settings section.
Enable Business Purchase Option:
Toggle the "Allow Customers to Add Purchase as Business Option" option.
Customers will have the option to mark their purchase as a business transaction and add details such as tax IDs.
Save Your Settings:
Save your settings to apply the changes.
Update Billing Details
Enable customers to update their billing information, ensuring their invoices reflect the most accurate and current details.
Navigate to the Invoice Settings Section:
In the app, go to the Invoice Settings section.
Enable Billing Updates:
Toggle the "Allow Customers to Update Invoice Billing Details" option.
Customers will be able to update their billing information directly from the app.
Save Your Settings:
Save your settings to apply the changes.
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