Invoice Settings
Configure when invoices are generated, how they are numbered, which template renders the PDF, and how they are delivered. The tab is split into four sub-sections: General, Numbering, Templates, and Delivery.
Location: Settings > Invoices
General
| Field | Description | Default |
|---|---|---|
auto_generate_enabled | Generate invoices automatically based on the trigger below | On |
generate_trigger | Event that creates the invoice: order_created, payment_complete, status_change, or manual | order_created |
trigger_statuses | Statuses that fire the invoice when the trigger is status_change (multi-select: pending, processing, on-hold, completed, cancelled, refunded, failed) | completed, processing |
pdf_renderer | Preferred PDF engine: auto, gotenberg, chrome, or dompdf | auto |
gotenberg_url | URL of the Gotenberg service, for example http://gotenberg:3000, used when pdf_renderer is gotenberg | empty |
The General sub-tab also shows a renderer status card so admins can see which engine the system is currently selecting.
Numbering
| Field | Description | Default |
|---|---|---|
number_prefix | Token substituted for {PREFIX} | INV |
number_format | Pattern that generates invoice numbers | {PREFIX}-{YEAR}{MONTH}-{SEQ} |
sequence_padding | Minimum digits in the sequence portion (3 to 7) | 5 |
sequence_reset | When to reset the sequence: never, yearly, monthly, daily | never |
number_start | Starting sequence value (useful when migrating from another system) | 1 |
The Numbering panel includes an invoice stats banner (total count, current sequence, next sequence) and a live preview powered by the same renderer the storefront uses.
Format Placeholders
| Placeholder | Replacement |
|---|---|
{PREFIX} | The number_prefix value |
{YEAR} / {YYYY} | Four-digit year |
{YY} | Two-digit year |
{MONTH} / {MM} | Two-digit month |
{DAY} / {DD} | Two-digit day |
{WEEK} / {WW} | ISO week number |
{QUARTER} / {Q} | Quarter, Q1 through Q4 |
{SEQ} | Sequence padded to sequence_padding digits |
{SEQ:N} | Sequence padded to exactly N digits |
{RANDOM:N} | N random digits |
{ORDER} | Order number |
Templates
| Field | Description |
|---|---|
template | One of premium, minimal, or detailed |
| Template | Description |
|---|---|
premium | Swiss Spa design with elegant typography and full branding |
minimal | Clean and simple, essentials only |
detailed | Comprehensive layout including tax breakdown and terms |
Each template can be previewed in a modal and edited inline. Customizations are stored alongside the template selection and survive component upgrades.
Business Information
These fields are surfaced in the templates and stored on invoice settings:
| Field | Description |
|---|---|
company_name | Legal business name; falls back to store_name when blank |
store_tax_id | Tax / VAT registration number |
store_registration | Business registration number |
terms_and_conditions | Free-form text rendered as the invoice footer |
Invoice Language
New invoices record the order's language so that viewing or downloading them in another language does not change their language. See Multilingual Support for document translations, custom templates and existing invoice behavior.
Delivery
| Field | Description | Default |
|---|---|---|
auto_email_enabled | Email the invoice to the customer when it is generated | On |
include_in_order_confirmation | Attach the invoice PDF to the order confirmation email | Off |
Standard Invoice Layout
Generated invoices include:
- Header: store logo, company name, address, invoice number, and invoice date
- Customer block: billing address, plus shipping address when different
- Line items: product name, SKU, quantity, unit price, line total
- Totals: subtotal, discounts, shipping, tax breakdown, grand total
- Footer: terms and conditions, "Computer-generated document" note, registration numbers
Related Settings
- General Settings for the store address and logo
- Email Settings for invoice email branding