Document sequences
Default sequence
Select the invoicing sequence from InvoiceXpress that you want to use.
You can use the default sequence or create one specifically for this store on your InvoiceXpress account > Settings > Sequences
Sequence selection
Check this option if you want to be able to override the default sequence each time you issue a manual document for an order.
Usually, this is not recommended.
Email and PDF files
PDF file method
Choose the method for retrieving and sending the PDF documents to the customer.
Filename prefix
Prefix for the document’s filename. For example, your company name. The format will be prefix-documenttype-sequence-number-randomchars.pdf (leave blank if you want no prefix).
Bcc all emails to
Type an email address to receive all invoicing documents on Bcc.
This can be useful if you need to send the documents to your accountant, for example, automatically.
Automatic documents
First Order ID
If you installed this plugin in an existing store and want to ensure that incorrect documents are not issued for older orders, set the first order ID for automatic documents.
Automatic document errors
Check this option to send automatic document errors to an email address.
Automatic document errors email
The email address to send the errors to.
Miscellaneous
Product code
Select where we should get the InvoiceXpress product code from. We recommend SKU.
You don’t need to create your products (Items) on InvoiceXpress. The plugin will handle this for you.
Default product unit
The type of product for non-virtual products for SAF-T reports.
Virtual product unit
The type of virtual product for SAF-T reports.
Documents entity
Select which field should be used for the name on your documents: Company or First name + Last name.
If you’re a developer, you can use the invoicexpress_woocommerce_document_client_name filter to manipulate the name used on the document by using your own logic to determine where to get the name from.
Documents language
Sets the language used to issue documents on InvoiceXpress.
If you’re a developer, you can use the invoicexpress_woocommerce_document_language filter to manipulate the language based on your own rules.
Leave documents as Draft
Check this option if you don’t want to finish the documents and instead leave them as a Draft.
This is not recommended because you’ll have to finish the documents on InvoiceXpress, and options like setting documents as paid or sending them via email will not work. Documents will also not be available to download directly on the website.
Prevent issuing with non-standard coupons
Check this option to prevent documents from being created for orders that contain non-standard WooCommerce coupon types.
This is recommended if you use coupons that apply a discount to the order total, such as gift certificates, which can cause documents to contain incorrect values because InvoiceXpress cannot add discounts at the total level (only at the product level).
If you’re a developer, you can use the invoicexpress_woocommerce_allowed_coupon_types filter to allow additional coupon types.
Documents on My Account
Check this option to show the order billing documents on the user’s “My Account” page.
Next: Settings > Taxes