Company-level Invoice Settings

Our platforms offers a variety of ways to change the information displayed in your buyer invoices. With this functionality you can create and configure a variety of company-wide settings, from which the default will be used by your auctions when they are created. This article concentrates on the creation and management of Invoice Settings at the company level; to learn how to manage them within an auction workspace please visit this article

To view the current available Invoice Settings go to My Links > Company > Accounting Settings > Invoice Settings. The first time you arrive at this page you will see the message "No invoice settings found". This is normal and in these situations Wavebid will use the global built-in Default for your auctions. To create a new setting click on the  Create New Invoice Settings button.

Creating a Default

Once the page loads you will see the options available to you that need to be filled out:

  • Invoice Name: The name of your setting. This will be displayed within the auction-level invoice settings tab in the Auction Settings > Invoices tab.
  • Default: Whether this setting will become the default for your company account in Wavebid. If you remove the checkmark the setting will become available but it will not be used in an auction unless you configure the auction-level invoice settings.

After this you will see the tabs that will let you select the options you want.

Options

  • Show entire item description on invoices: Show the entire description of a lot. Depending on how much text is entered into the descriptions it will influence how many pages a single invoice will take. Default is DISABLED.
  • Display the location in the description on invoices: Show the location lot attribute if it was enabled in the Auction Settings. Default is DISABLED.
  • Show title information on invoices: Show title data if in the Lot Builder > Title the Title Tracking option was enabled and the information filled out. Default is DISABLED.
  • Hide unpaid watermark on invoices: Hide the "Unpaid" watermark device on all fully and partially unpaid invoices. Default is DISABLED (that is, it will show the watermark).
  • Show the payment date, time, and clerk name on invoice: Show the username of the clerk, a timestamp with the date and time of any payments into the invoice, and the name of the clerk as entered in My Links > User > Profile. Default is DISABLED.
  • Show the tax/tax exempt id on invoices: Show tax-exempt status and tax-exempt documentation. Default is DISABLED.
  • Number of copies when printing invoices: Default is 1.
  • Include when printing all invoices: Whether to make this specific invoice setting available when printing all invoices through the  Print button of the Accounting > Invoices page.
  • Default Address for invoices and seller settlements: Wavebid will always show the address configured in your company Profile (My Links > Company > Profile). This will allow you alter the address displayed on the invoices and to adjust the look of the text via HTML.
  • Hide inventory numbers on invoice: Inventory numbers are always display when they differ from the lot numbers. This option will hide them even if this is the case. Default is ENABLED.
  • Show separate buyers premium tax: Wavebid will always display the combined buyer's premium and taxes applied to the buyer's premium. This option allows you to separate these amounts and override them individually if desired. Default is DISABLED.
  • Hide the totals section on an invoice: This will entirely hide the summed lot totals from your invoice. Only the individual lot amounts (sale price + buyer's premium + taxes) will be shown. Default is DISABLED.
  • Default Invoice Header for new auctions: You can enter custom plain text that will show up at the very top of the invoice page when it is printed out.
  • Default Invoice Intro for new auctions: This option allows you to enter HTML-formatted text into the intro section of the invoice, appearing below your company address and above the buyer information.

Details

Wavebid includes a default configuration of its own if you don't configure anything here.

Summary

Wavebid includes a default configuration of its own if you don't configure anything here.

Payment

Wavebid includes a default configuration of its own if you don't configure anything here.

  • Default Invoice Footer for new auctions:You can enter custom plain text that will show up at the very bottom of the invoice when it is printed out.

All of the following options allow you enter HTML-formatted text that will appear below the Totals section and above the invoice footer.

  • Default Invoice Ending for new auctions: Text appears when the invoice is fully unpaid or has a partial Cash payment.
  • Default Invoice Ending Credit Transactions for new auctions: Text appears when the invoice is fully unpaid or has a partial Credit payment.
  • Default Picklist Ending for new auctions:
  • Default Invoice Ending Cash Transactions (PAID): Text appears when the invoice is has been fully paid in Cash or when the highest amount from multiple payments on a single invoice is Cash.
  • Default Invoice Ending Credit Transactions (PAID): Text appears when the invoice is has been fully paid in Credit or when the highest amount from multiple payments on a single invoice is Credit.

Other

  • Printed invoice label: This label will appear whenever you print an invoice.
  • Printed invoice color: This will be the background color of the buyer address when the invoice is printed.

Usage

Whenever the company account does not have a default invoice setting created Wavebid will automatically apply a built-in layout to the auctions. Once you have created your own default invoice setting it will be applied to any auctions created after that point.

Any changes made to Invoice Settings at the auction level will not flow back to the company level.

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