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.
- Default Net Terms (Number of Days): Enter the default number of days after the invoice creation date that payment is due.
- Days Before Due Date to Send Invoice Reminder: Enter the default number of days prior to the payment due date to send a reminder email. Accepted values are 1-10 days, or
Disabled. - Enable Manual Fulfillment: When enabled, you can manually initiate fulfillment on an order that is pending payment.
- Display Check Instructions on US Invoices: When enabled, invoices for US-based orders display instructions to pay by check.
- Default Invoice Processing: Select the order flow:
- Deliver After Payment: Fulfillment is automatically sent after successful payment.
- Require Approval: You must approve or decline the order request via email before fulfillment is processed.
- Enable Secure Invoice Urls: When enabled, invoice URLs contain an extra security token (ensure you use the
"invoiceUrl"property for your links).
- Enable Self Service Upgrades: Allows buyers to modify orders and subscriptions in their Account Management portal (e.g., adjusting quantity, upgrading).
- Enable Net D Invoice Payment Methods: Allows buyers to add or update payment methods for Net D invoices via the Account Management site.
- Allow Separate Billing Contact: Enables FastSpring to collect and retain separate billing contact information for each payment method.
- Self Service Automatic to Manual Billing Changes: When enabled, buyers can switch from automatic to manual billing terms from their account management page.
- Allow Quote Currency Switch to an Alternate Currency: Enables the customer to change the currency of their quote to any other currency supported by your store before they proceed to invoice creation or payment.
- Allow Invoice Currency Switch to an Alternate Currency: Enables the customer to change the currency displayed on the invoice before submitting payment, allowing them to pay in a currency other than the one originally quoted or initially set.
Updated 7 months ago