Knowledge Base

Donor Management with Salesforce: C&P Invoice Settings

Version: 9.190720xxxx

Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. To set up an Invoice, Invoice Setting is the primary step. 

1.Site URL: Get the site URL by clicking on Get the Site URL button.

2.Date Format: Select the desired date format from the drop-down menu.

3.Starting Number: Enter the Starting number. Please make sure you give the correct number, because once the settings are saved, you can’t change the starting number.

4.Counter Increment: Enter the increment number. For example, if the starting number is 1 and the increment is 1 then the next numbers will be 2, 3, 4, 5…..

5. Invoice Numbering Format: The invoice numbering is a one-time setting and may not be changed once an invoice has been issued. The counter will be sequential based on the set increment value.

NOTE: Please select at least one Counter value at Invoice Numbering Format.

6. Click on Update Invoice Settings button to save the changes.

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