Invoices and credit notes settings
Paths, defaults and effects of each option.
Settings open as a drawer over your work; a direct URL can open a full page. On desktop choose the same product heading under Settings. Change values and Save; form validation and role permissions apply.
Usage guide
Finance staff draft, issue and send documents; issued lines preserve tax/address snapshots.
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Finance — modules and detailed settings
Invoices
Open settings · /settings/invoices
Invoice/credit-note prefixes, padding, due days and tax country affect new documents. Auto-draft-on-order creates an invoice draft for each new shop order.
Desktop: native settings panel.
Defaults and behaviour options
This table lists contract defaults, not your saved workspace values. Location distinguishes visible controls from advanced configuration values.
| Option / key | Default | Effect and choices | Location |
|---|---|---|---|
Invoice number prefix · number_prefix | INV- | Invoice/credit-note prefixes, padding, due days and tax country affect new documents. Auto-draft-on-order creates an invoice draft for each new shop order. | /settings/invoices |
Credit note prefix · credit_note_prefix | CN- | Invoice/credit-note prefixes, padding, due days and tax country affect new documents. Auto-draft-on-order creates an invoice draft for each new shop order. | /settings/invoices |
Number digits · number_padding | 5 | Invoice/credit-note prefixes, padding, due days and tax country affect new documents. Auto-draft-on-order creates an invoice draft for each new shop order. | /settings/invoices |
Payment terms (days) · default_due_days | 14 | Invoice/credit-note prefixes, padding, due days and tax country affect new documents. Auto-draft-on-order creates an invoice draft for each new shop order. | /settings/invoices |
Invoice reminder (days before due) · invoice_due_notice_days | 3 | How many days before an invoice is due the “invoice due soon” event is raised. 0 raises it on the day. | Advanced contract setting; no separate control verified |
Tax country · default_tax_country | empty | The country whose tax rates apply when an invoice doesn’t name one. | /settings/invoices |
Draft an invoice for every shop order · auto_draft_for_orders | false | When a shop order is placed, its invoice is drafted straight away. | /settings/invoices |
Permission: module manage is used for configuration; the main guide’s action table lists individual operation permissions.
Related guide
Technical sources
packages/os-kernel/src/modules/invoices.ts, apps/studio/app/(app)/settings/, apps/era-station/apps/web/src/era/business/screens/settings/pages/registry.tsx.