Invoicing

This article demonstrates how you can set up your invoicing template and generate invoices.

Article Content

1. How to set up invoices (video recording)
2. Step-by-step guide on how to do it in PuppetVendors
3. Sample invoice

How to set up invoices (video recording)

Step-by-step guide on how to do it in PuppetVendors

1. Go to Settings
2. Then Documents
3. Next, go to Invoices

4. This page will appear. This shows us the details for the invoices:

1. Can Vendors Generate Invoices - you can allow or not allow your vendors to generate invoices on their vendor portal
2. Request Permission to Auto-Generate Invoices - once you allow your vendors to generate invoices, you can request permission from your vendors to auto-generate invoices for compliance purposes
3. Pop-up sample field - This is where you add your message (optional) for your request
4. Can Vendors Generate Customer Invoices - option for vendors to generate customer invoices
5. Customer Invoice Title - to customize invoice title
6. Bill Invoice To? - you can choose if the invoices should be billed to the merchant or to the vendor
7. Amount Used - the amount in the invoice can be based from the net sales, commissions or the payout
8. Document Title - field to add your document title, in this sample, we used 'Invoices'

9. Invoice Address - enter your invoice address here if it is different from your business address
10. Show Commissions - you can choose whether to show or hide commissions
11. Commission Label - you can customize your commissions label here

12. Always show Tax/VAT? - option to show or hide taxes
13. Tax/VAT inclusive? - will the amount be inclusive of taxes or not
14. Only show tax/VAT when vendor info is available - option to show taxes only when vendor information is available
15. Tax/VAT label - customize your tax labels here
16. Tax/VAT ID - enter your tax/VAT ID here
17. Tax/VAT rate (%) - add your tax rates here
18. Footer Information - add more information at the invoice footer
19. Save button - to save your preferences

Sample Invoice

This is how your invoice will look like:

*Note that the logo appears in the invoice if you have the white-label feature on.

Updated on: 22/07/2025