Simple Invoices

    Settings & Configuration

    Configure Simple Invoices to match your business needs.

    System Preferences

    Access via Settings → System Preferences:

    SettingDescription
    Company NameYour business name (appears on invoices)
    Company AddressStreet, city, state, ZIP
    Default LanguageInterface language (41+ available)
    Default CurrencyPrimary currency for invoices
    Date FormatHow dates are displayed
    Invoice NumberingPrefix, suffix, and next number
    Tax SettingsDefault tax rate, tax display options
    PDF SettingsPage size, margins, paper orientation
    Email SettingsSMTP host, port, authentication, security
    Payment GatewaysEnable and configure online payment processors
    LoggingDebug and error logging levels
    Large Dataset ModeOptimizations for large data volumes

    Custom Fields

    See Custom Fields for details on extending your data.

    Tax Rates

    Configure tax rates under Settings → Tax Rates:

    • Add multiple tax rates (e.g., GST, VAT, Sales Tax)
    • Set the percentage and a display label
    • Mark a tax as default to pre-select it on new invoices
    • Tax rates can be overridden per invoice line item

    Invoice Preferences

    Under Settings → Invoice Preferences:

    • Default Invoice Type: Total or Itemised
    • Default Payment Type: Preselected payment method
    • Invoice Footer: Custom text or legal disclaimers
    • PDF Template: Choose the invoice PDF layout

    Payment Types & Terms

    • Payment Types: Define methods (Cash, Check, Card, Online, etc.)
    • Payment Terms: Define due date rules (Net 30, Due on Receipt, etc.)

    Currencies

    Manage currencies under Settings → Currencies:

    • Enable/disable currencies
    • Set exchange rates (for multi-currency reporting)
    • The default currency is set in System Preferences

    Database Backup

    Go to Settings → Backup Database to create a SQL dump of your data. Backups are saved in tmp/database_backups/.

    Options

    Under Settings → Options:

    • Database Patches: View and manage schema updates
    • Import/Export: Bulk data import from JSON
    • System Info: PHP and server configuration details