Invoice Settings

Invoice Settings control how MonetizeNow creates and sends invoices, and whether contacts can be changed on unpaid invoices.

Find them in Settings → Billing → Invoices. The page has four sections:

Section	What it controls
Invoice Creation	When invoices are created
Invoice Sending	Whether invoices are emailed automatically, and how the email looks to customers
Default Invoice Terms	Standard text at the bottom of invoices (see its own page)
Invoice Contact Settings	Whether contacts can be changed on unpaid invoices

How these settings reach your invoices

Explanation

Invoice Creation and the Automatically / Manually choice in Invoice Sending are defaults for new bill groups. When a bill group is created (usually when a quote is processed), it copies these settings. From then on, its invoices follow the bill group's settings, not these ones.

flowchart LR
    A[Invoice Settings] -- copied when a bill group is created --> B[Bill group settings]
    B -- used for every invoice --> C[Invoices]

So:

Changing these settings affects new bill groups only.
To change an existing customer, edit their bill group.
To give some new bill groups different settings automatically, use Record Automation.

The other settings apply to the whole tenant straight away: Attach invoice as PDF to email, Email From Name, Email Reply To, Default Invoice Terms (for new invoices) and Invoice Contact Settings.

Invoice Creation

How-to. Requires Tenant Admin or Billing Admin.

Expand Invoice Creation.
Choose your defaults (see the table below).
Click Save.

Setting	Options	What it does
Create Invoices	Automatically according to Billing Schedule · Manually	Automatically: MonetizeNow creates each invoice on its scheduled date. Manually: no invoices are created automatically; your team creates each one.
Only for first invoices, create automatically upon quote processing	On · Off	On: when a New or Renewal quote with offerings billed in advance is processed, the first invoice is created straight away, whatever the other settings say. Off: the first invoice follows Create Invoices.
Offset from Billing Schedule	Keep as scheduled · 1–30 days earlier · 1–30 days after	Creates invoices before or after the scheduled billing date, for example 3 days earlier so customers are billed sooner. Only shown when Create Invoices is Automatically. If a quote has usage products, its bill group keeps invoices as scheduled so all usage is counted.
Bill Date Calculation Strategy	Billing Anniversary · Closest Date Within Invoicing Period · Closest Date Within Usage Period	Which date is used as the invoice's Bill Date. Billing Anniversary: normally the first day of the period when billed in advance, or the day after the period when billed in arrears. Closest Date Within Invoicing Period: the bill date always falls inside the subscription period. Closest Date Within Usage Period: the bill date always falls inside the usage period.

Invoice Sending

How-to. Requires Tenant Admin or Billing Admin.

Expand Invoice Sending.
Choose Automatically or Manually. If you switch to Automatically, confirm that MonetizeNow will email your customers when invoices are created.
Set the other options (see the table below).
Click Save.

Setting	Options	What it does
Automatically / Manually	—	Automatically: new invoices are emailed to the bill group's billing contact, plus the bill group's CC and BCC emails. Manually: nothing is emailed; send invoices yourself from MonetizeNow. Default for new bill groups.
Attach invoice as PDF to email	On · Off	Attaches the invoice PDF to invoice emails.
Email From Name	Any name	The sender name customers see. If empty, emails come from MonetizeNow Team.
Email Reply To	An email address	Where customer replies go. If empty, [email protected] is used.

Email From Name and Email Reply To are also used for dunning emails. Email Reply To is shown as the support email in your customer portal.

All invoice emails respect your Notifications allow list. In a test tenant, they only go to allowed domains and addresses.

Invoice Contact Settings

How-to. Requires Tenant Admin or Billing Admin.

Choose whether your team can change the billing or shipping contact on an unpaid invoice without a credit and rebill.

Expand Invoice Contact Settings.
Choose a Contact editing behavior.
Click Save.

Option	What it does
Enabled	Contacts can be edited on unpaid invoices without a credit and rebill.
Enabled if Period Open	Contacts can be edited only if your accounting period is set up: Settings → Billing → Billing Settings → Last Accounting Period closed on must be set, and not in the future.
Disabled (default)	Changing contacts on an unpaid invoice requires a credit and rebill.

If you use a tax provider: the shipping contact and the invoice's addresses can't be changed on an unpaid invoice, whatever you choose here, because they determine the tax. You can still change the billing contact, as long as that doesn't change the invoice's addresses. To change them, credit and rebill the invoice.

Reference

Where each setting applies

Setting	Applies to
Create Invoices, first invoice on quote processing, Offset, Bill Date Calculation Strategy	New bill groups (copied at creation)
Automatically / Manually sending	New bill groups (copied at creation)
Attach invoice as PDF, Email From Name, Email Reply To	All invoice emails (Reply To and From Name also for dunning)
Default Invoice Terms	New invoices
Invoice Contact Settings	All unpaid invoices

Who can change Invoice Settings

Role	Access
Tenant Admin, Billing Admin	View and change
Settings Read Only	Can open the page