Using Invoice Types

Invoice Type Settings These are found in Office > Back Office Settings > Invoice Settings Invoice Types are used for reporting purposes; all sales reports will organize by Invoice Type. Available Invoice Types by default are: Retail, Staff, Tax ...

Updated Apr 20, 2026 736 views
Tax and Accounting Invoice Management

Invoice Type Settings

  • These are found in Office > Back Office Settings > Invoice Settings
  • Invoice Types are used for reporting purposes; all sales reports will organize by Invoice Type.
  • Available Invoice Types by default are: Retail, Staff, Tax Exempt and Wholesale.
  • Additional Invoice Types can be added in Settings > Table Editor > Invoice Types.
  • Invoice Types can also be used for group search results in Contacts.

Setting the Default Invoice Type

  • The default Invoice Type will automatically be inserted into each new customer record. This selection can be changed while creating a new customer.
  • Select a default Invoice Type from the provided dropdown menu. Most stores use Retail.
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    Selecting Invoice Type on Every Invoice

    • If you find that Invoice Type varies frequently, you can tell the software to ask what Invoice Type each invoice is to be recorded under.

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