Global Settings - Invoicing

Modified on Wed, 04 May 2022 at 01:41 PM

Invoicing module allows generating invoices for orders, individually or in bulk, to save time and ensure accuracy of order processing. For compliance, with tax authorities in each country, Valigara integrates with approved invoicing systems.

Invoicing operator integration is done under Global Settings > Invoicing.


Green Invoice

Complete the following settings:

  • API Key & API Secret  - generate credentials on Green Invoice.
  • API Sandbox Mode - Sandbox mode is a test mode allowing you to test the connection with GI. This prevents running actions that could affect your business processes.
  • Currency - Define the default currency for issued documents
  • VAT- Define how Valigara relates to VAT in the issued documents 
    • Default - uses the default GI setting
    • Included - the order value sent to GI includes VAT
    • Exempt - the value sent to GI does not include VAT
  • Language  - what language is the invoice issued in. Select one of the values from the list.



QuickBooks

  • API Sandbox Mode - is a testing feature that prevents running certain actions that could affect your business processes.    
  • API Status
    • Not connected - Click "Connect", enter your QB credentials and approve Valigara in the opened dialogue
    • Connected - your QB account is integrated successfully.
  • Currency - Define the default currency for issued documents
  • VAT- Define how Valigara relates to VAT in the issued documents 
    • Default - uses the default QB setting
    • Included - the order value sent to QB includes VAT
    • Exempt - the value sent to QB does not include VAT
  • Send sales receipt number

Valigara can automatically assign invoice/receipt numbers according to the highest existing QB number.

  • Checked
    • Go to your Quickbooks account -> Account settings. Enable "Custom transaction numbers".
    • Valigara fetches invoice/receipt numbers from QB, increases it, and uses the value for the issued document
  • Unchecked
    • Valigara sends blank value for internal QB invoice/receipt numbers



         Invoicing integration allows you:

  • Print invoices and related documents from Valigara
  • Store the issued documents in the order

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