You can find this section in HostBill Admin → Settings → General Settings → Billing → Invoicing Method
In default invoicing method invoice numbers are generated sequentially, regardless of their status.
In EU invoicing method, pro-forma invoices and paid invoices have separate numeration. Enabling this option shows additional configuration options described below.
Lets you define initial number of invoices in HostBill.
Each invoice number can be prefixed by month (MM), year (YYYY) or (YY), yearmonth (YYYYMM) or your custom prefix composed with available variables.
Use:
Choose the number of characters to which it will be filled with zeros value ($number), eg 5 will change invoice number 10 to 00010.
If number zero-padding will be change, it will not affect already generated invoices.
Show confirmation dialog before submitting changes to non-draft invoices.
HostBill allows to store customer details with invoice, using customer data from the day when the invoice was issued. This is a requirement for some countries that client profile changes do not change details of client on invoice. Following options are available:
If the invoice generated automatically totals to 0 you can decide whether or not to generate the invoice and send it to client.
HostBill lets you to decide whether or not to allow the customers to create new invoices if they have any previous unpaid invoices for the given product or service (which is currently suspended). You can choose to:
With HostBill you can merge multiple invoices (for different services) generated by one client into one invoice. You can choose to:
If you allow to merge invoices (as per feature above), you can enable following options:
HostBill automatically generates and sends out the invoices to your customers. You can choose if you want the invoices to be sent in a text-only format or as a PDF attached to the email notification for invoices that are paid.
This feature lets you decide whether or not to attach XML invoice to email notifications. Please note you need to have one of the XML invoices modules activated.
This feature controls how the invoices should be delivered:
This feature, enabled when you choose to deliver paper invoices, controls which invoices should be added to the print queue:
If required, you can choose to automatically send the copies of each invoice to the specified email address (for example to your billing department). You can also choose not to send invoice copies anywhere. You also have the option to send only paid invoices. Invoices can be also accessed at any time in your HostBill admin panel.
This option concerns mostly clients with subscription billing enabled (for example for PayPal payment module). If the client signed a billing agreement you can decide whether or not to send out notifications about unpaid invoices. You can choose between two options :
This option lets you decide how to invoice late fee - (late fee can be added X days after the due date for given service/product). You can choose to:
One of the HostBill automation features allows you to automatically cancel invoices on certain events. Those events include:
In this option you can choose to Automatically move manually issued invoices to Collections status X days after due date.
Lets you define initial number of pro-forma invoices in HostBill.
Each pro-forma invoice number can be prefixed by month (MM), year (YYYY), yearmonth (YYYYMM) or your custom prefix composed with available variables:
Use {$y}
for invoice year, {$d}
for invoice day, {$m}
for invoice month, {$client_id}
for client id
When enabled staff member will not be able to edit/update invoice once final number will be issued for it.
This option enables you to choose if you want to generate final invoice number immediately or to wait after the payment is received. If you choose to generate the invoice immediately, the invoice ID will be assigned regardless of the payment status or payment date.
You can also choose to update invoice payment date on payment.
Create final number for credit-paid invoices
This option enables to decide whether to create final number for credit-paid invoices. If the invoice was fully paid using credit, you can choose "No" so the invoice will not have the final number but remains as a pro-forma invoice.
You can choose to reset invoicing numeration each month or year, it will simply reset Invoice numeration to start with the pre-set value. If you choose the invoice numeration to start with 1 and you want to reset numeration each month, each first invoice for the new month will start with number 1. Optionally you can disable automatic reset of the invoice numeration.
HostBill automatically generates and sends out the pro-forma invoices to your customers. You can choose if you want the pro-forma invoices to be sent in a text-only format or as a PDF attached to the email notification.
By default pro-forma invoice is updated to final invoice right after payment, If you enable this feature, automation will wait number of days that you provide as delay, before updating invoices to final.
If you enable this option HostBill will automatically generate PDF invoice each time invoice is created and store all the PDF invoices on your server (for later use for download). Optionally you can choose not to generate PDF invoices automatically but only on request.
If you enable this option HostBill will automatically generate XML invoice each time invoice is created and store all the XML invoices on your server (for later use for download). Optionally you can choose not to generate XML invoices automatically but only on request.
The PDF invoice generated by HostBill can be either a one-page original invoice document, or consist of an original and copy of the invoice in one document (copy as a second page)
EU Invoicing features overview: