Digital invoicing settings
Generate custom orders and quotes for B2B clients who require negotiable terms or invoice-based payment methods.
Digital Invoicing enables you to generate custom orders and quotes for B2B clients who require negotiable terms or invoice-based payment methods. To access the invoicing dashboard, log in to the FastSpring app and go to Sales > Quotes.
Roles and permissions
Your user role determines access to Digital Invoicing. The following roles can create quotes, view quote-driven orders, and manage custom orders:
- Administrators
- Store Administrator
- Store Order Support
- Store Sales Representative
- Store Sales Representative (With Coupons)
Manage store sales representative
The Store Sales Representative roles are designed specifically for this feature. They grant access to quoting tools without exposing sensitive store settings or financial reports.
Tip: For instructions on adding new users or assigning these roles, see Manage roles and permissions.
Configuration
To customize the behavior of your quotes and invoices, log in to the FastSpring app and go to Settings > Store Settings > Invoicing.
Customize your default digital invoicing settings for Quotes, Invoices, and Self-Service portals. These settings control the lifecycle of your B2B orders.
- Quote Management: When enabled, this displays the Quotes page in the Sales section and allows you to create and manage B2B quotes.
- Default Expiration (Number of Days): Enter the default expiration period (in days) applied to new quotes. Accepted values are 1-90 days.
- Default Notes/Terms: Add notes (up to 5000 characters) that appear on quotes by default, such as terms and conditions.
Updated 14 days ago