The OCS.io provides the flexibility to generate invoices of different Types, such as Electronic (PDF), Paper, etc. This allows businesses to cater to their customer’s diverse needs and preferences. For instance, some customers may prefer to receive their invoices electronically, while others may prefer a paper invoice.

Each Invoice Type can have a different Invoice Layout to ensure that the invoices are formatted correctly and are suitable for the specific delivery method.

To configure invoice types, follow these steps:

  1. Access the Core Configuration perspective in the OCS.io user interface.

  2. Select the Billing & Invoicing  Invoice Types.

  3. Click on the + (New) button to create a new invoice type.

  4. Fill in the required information in the form:

Item Description

Name

Enter the name of the invoice type.

Description

Optionally, enter the description of the invoice type.

Code

Enter the code of the invoice type. This code will be used in the results of billing.

Invoice Layout

Choose the invoice layout that will be assigned to this invoice type.

Compact

Check this box if you want to generate the invoice in "Compact" mode.

Itemized Bill

Check this box if you want to generate the invoice including "Itemized Bill".

Primary

Check this box if you want to set the invoice type as primary.
Configure Invoice Type