Invoice Settings

1️⃣ What Are Invoice Settings? 
 

Invoice Settings are not just settings.

They represent a complete business identity + financial rulebook inside the system.
 

Think of Invoice Settings as:
 

• One real company inside the system
• With its own rules, numbers, taxes, and accounting logic
 

Every document you create must belong to one Invoice Settings profile.
 

Without Invoice Settings:
 

  • You cannot legally create invoices

  • You cannot calculate tax correctly

  • You cannot export data to accounting systems
     

So this is the foundation.
 


2️⃣ Why Multiple Invoice Settings Exist
 

One organization can manage multiple companies.
 

Example:
 

  • Company A (Private business)

  • Company B (NGO)

  • Company C (Foreign currency company)
     

Each company:
 

  • Has its own tax

  • Its own currency

  • Its own document numbers

  • Its own accounting export rules
     

Invoice Settings allow this without mixing data.
 


3️⃣ Company Legal Identity (Who You Are)
 

This section defines who the company is legally.
 

Invoice Settings store:
 

  • Company name

  • Address

  • Phone number

  • Email

  • Tax / VAT ID

  • Company type (Company, Organization, Private, Free Private)
     

Why this matters:
 

  • Appears on every invoice & receipt

  • Required by law

  • Used in accounting exports

  • Shown in PDFs and emails
     

This ensures legal compliance.
 


4️⃣ Language & Layout Direction
 

Invoice Settings decide:
 

  • Document language (Hebrew or English or thai)

  • Text direction (RTL or LTR)
     

What happens automatically:
 

  • Hebrew → RTL layout

  • English → LTR layout

  • Thai → LTR layout

  • PDFs adjust automatically

  • Exports follow correct encoding
     

This avoids:
 

  • Broken layouts

  • Incorrect PDFs

  • Accounting import errors
     


5️⃣ Currency & Tax Rules (Money Behavior)
 

Invoice Settings control how money behaves.
 

They define:
 

  • Currency (ILS, USD, EUR)

  • VAT percentage

  • Whether prices include VAT

  • Whether rounding is applied
     

These rules apply everywhere:
 

  • Line items

  • Discounts

  • Totals

  • Payments

  • Exports
     

This makes calculations consistent and audit-safe.
 


6️⃣ Document Numbering (Critical for Accounting)
 

Each Invoice Settings profile maintains its own numbering system.
 

For every document type:
 

  • Invoice

  • Receipt

  • Credit Invoice

  • Receipt Tax Invoice

  • Order Proposal

  • Delivery

  • Purchase Order
     

Rules:
 

  • Numbers only increase

  • Numbers never reset

  • Numbers never mix between companies
     

This is mandatory for accounting & tax law.
 


7️⃣ Document Display & User Controls
 

Invoice Settings decide what users see and can do.
 

They control:
 

  • Payment button visibility

  • Signature button availability

  • Showing prices on delivery notes

  • Showing creator name

  • “Total includes VAT” label
     

This allows:
 

  • Sales-friendly documents

  • Accounting-strict documents

  • Donation-style documents
     

One system → many workflows.
 


8️⃣ Footer Notes & Legal Text
 

Invoice Settings manage footer notes.
 

You can:
 

  • Define multiple notes per document type

  • Choose notes while creating documents

  • Show legal terms, disclaimers, or instructions
     

This avoids:
 

  • Hard-coded text

  • Manual editing

  • Legal mistakes
     


9️⃣ Payments & Automation Logic
 

Invoice Settings control payment behavior.
 

They define:
 

  • Which payment gateway to use

  • Which currency payments use

  • Whether VAT applies

  • Which document is auto-created after payment
     

Example:
 

  • Payment → auto-create receipt

  • Payment → auto-create invoice
     

Everything stays consistent and automatic.
 


1️⃣0️⃣  Accounting Integration Control
 

Invoice Settings are mandatory for accounting exports.
 

They define:
 

  • Account codes

  • Payment method mapping

  • Document type mapping

  • Currency mapping
     

Used by:
 

  • Rivhit

  • H-Connect

  • Hashavshevet

  • CSV / XLS exports
     

Without these settings → exports fail.
 


1️⃣1️⃣ Export Behavior
 

Invoice Settings control:
 

  • Which company’s documents are exported

  • Which account codes are used

  • How values are formatted
     

This ensures:
 

  • Clean accounting imports

  • No mixed company data

  • No manual correction
     


1️⃣2️⃣ Cache & Performance
 

Invoice Settings are cached for speed.
 

Why:
 

  • Faster document creation

  • Fewer database queries

  • Stable behavior
     

Cache updates automatically when:
 

  • Company is created

  • Company is edited

  • Default company changes
     


1️⃣3️⃣ Default Company Logic
 

If:
 

  • Only one company exists → auto-selected

  • Multiple companies exist → default company used
     

This avoids:
 

  • User confusion

  • Wrong document creation

  • Missing company selection
     


1️⃣4️⃣ Permissions & Security
 

Only authorized users can:
 

  • Create companies

  • Edit companies

  • Delete companies

  • Set default company
     

This protects:
 

  • Financial data

  • Accounting integrity

  • Legal compliance
     


✅ Final Understanding (Very Important)
 

Invoice Settings are:
 

• The identity of the business
• The rules of money
• The authority for documents
• The bridge to accounting
 

Documents are temporary.
Invoice Settings define permanent truth.

 

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