Invoice settings
Invoice settings decide whether Zid issues invoices for your orders, who receives them by email, and what the printed invoice and order summary show. Open them from Settings > General > Configure your invoices. The page opens as Invoice settings, with a live preview of a sample invoice.
To open this page, a staff member needs the permission to view or manage invoice settings. Without the manage permission, the page shows a permission alert and Save is disabled. Most invoice template options depend on your plan: when your plan does not include them, their switches are disabled and an upgrade icon shows the plan that does.
Turn invoice generation on or off
The first card, Invoice settings, has three options:
| Option | What it does |
|---|---|
| Generate invoices via Zid | Zid issues an invoice for every order. When off, Zid stops issuing invoices, and you can still send order summaries. |
| Would you as a merchant like to receive emails containing the invoices for your store's orders? | You receive an email with each order's invoice. When off, these emails to you stop. |
| Do you want the Zid system to send invoices to your customers? | Customers receive their invoice by email. When off, they receive only an order summary. |
The two email options are available only while Generate invoices via Zid is on.
To stop invoice generation:
Turn off Generate invoices via Zid.
In Stop invoice generation?, select Confirm.
Select Save at the top of the page.
Turn off Generate invoices via Zid only when another system, such as your accounting or ERP software, issues your invoices, so an order doesn't end up with two invoices. You remain responsible for issuing invoices for your sales as your country's regulations require: if neither Zid nor another system issues them, you may face fines from the Ministry of Commerce.
When Zid stops generating invoices, the integration with ZATCA's Fatoora platform is no longer available. Keep invoice generation on if you issue e-invoices through Zid.
Customize the invoice and order summary
The Invoice template and order summary card lists what the invoice shows. The preview next to the list updates when you turn an option on or off.
Turn on the details you want on the invoice, and turn off the ones you do not.
Select Save at the top of the page.
| Option | What it adds |
|---|---|
| QR code | A square QR code on the invoice. Scanning it takes your staff to the order's page. |
| Barcode | A barcode of the order number on the invoice. |
| Order status | The order's current status. |
| ETA | The estimated time of arrival. |
| SKU | Each product's SKU. |
| Product images | A picture of each product. |
| Product weights | Each product's weight. |
| Discount coupon code | The coupon code next to the discount line in the price details. |
| Return policy | Your return policy. Available on every plan. |
| Tax identification number | Your VAT number. |
| Store address | Your business address. Fill it in first on the Business address tab of Store information. |
| Show payment status in order summary. | Whether the order is paid. |
| Product description | Each product's description. |
The preview also shows the order notes section. On charity stores it shows donor notes instead.
Write your return policy in Legal pages, on the Exchange and returns page.
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