Invoices: Global Settings

Once the Invoices Add-on is installed and activated, a new section will appear in the ‘Settings’ menu under the title ‘Chauffeur Booking System: Invoices’. These settings allow you to configure global options related to how invoices are generated and sent to customers. Below is a detailed description of each available setting.

‘General’ -> ‘Main’ Tab

Sender Email Account

This drop-down field allows you to select the email account that will be used to send invoices to customers. The accounts available in this dropdown are those previously configured in the Chauffeur Booking System plugin under ‘Chauffeur Booking System’ -> ‘E-mail Accounts’. Choose the appropriate email account from the list that will be utilized for sending invoices.

Invoice in the Email Notification

This option allows you to select the order statuses for which an invoice will be automatically attached to the notification email sent to customers.

For example, if you select the ‘Confirmed’ status, then when an order receives this status (e.g., after successful payment), the confirmation email sent to the customer will include a PDF invoice. If you do not wish to send invoices automatically, you can leave this setting as ‘[None]’.

‘General’ -> ‘License’ Tab

License Details

Enter the required information to validate your license for the add-on. Enter the Purchase Code and the name of the Envato account that was used to purchase the plugin.

‘Invoices’ -> ‘Numbers’ Tab

Invoice Number Pattern

This field allows you to define a custom pattern for how invoice numbers should be generated. You can use the following shortcodes:

• [sale_day] – Day from the order date, 2 digits with leading zeros.
• [sale_month] – Month from the order date, 2 digits with leading zeros.
• [sale_year] – Year from the order date, 4 digits.
• [current_day] – Current day, 2 digits with leading zeros.
• [current_month] – Current month, 2 digits with leading zeros.
• [current_year] – Current year, 4 digits.
• [counter_month] – Monthly counter value for the order date.
• [counter_year] – Yearly counter value for the order date.

You can set the pattern to ‘Invoice/[counter_year]/[current_year]’, resulting in an invoice number format like Invoice/1/2024. The counters increment automatically each time an invoice is generated.

Example Numbering:

Set Invoice Number Counter

This option allows you to reset and manage counters used in invoice numbering. It contains four fields:

• Year: Specify the year for which the counter should be reset (e.g., 2024).
• Value for Year Counter: Set the starting value for the year counter (e.g., 0).
• Month: Specify the month for which the counter should be reset.
• Value for Month Counter: Set the starting value for the month counter.

To reset the counter for 2024, set the Year field to ‘2024’, the Value for Year Counter to ‘0’, and toggle the status to ‘Enable’. Save the settings by clicking the ‘Save Changes’ button in the lower right corner of the page to apply the reset.

‘Invoices’ -> ‘Document Styles’ Tab

Logo Dimension

Enter the desired width and height in pixels to control how the logo appears on your invoices. The logo itself is pulled from the Chauffeur Taxi Booking System plugin settings found under ‘Settings’ -> ‘Chauffeur Booking System’ -> ‘General’ -> ‘Main’ tab, ‘Logo’ option.

Company Details on the Invoice

The company details that appear on your invoices come directly from the settings you have configured within the Chauffeur Taxi Booking System plugin. Configure them in the menu ‘Settings’ -> ‘Chauffeur Booking System’ -> ‘Company Details’ tab.