Billing settings

Billing settings (Administration, Billing & catalogue) sets the payment terms people can pick, when recurring invoices are made, and the billing e-mail templates. Only an Admin/Finance member changes them; others see them read only.

Payment terms

  1. Under Payment terms, type a number of Days and select Add. Remove a choice with its ×.
  2. Select Save.

These are the terms the invoice and subscription forms offer. A new invoice takes its subscription's terms, else its billing entity's default, which you change on the entity's page.

Recurring invoices

  • Billing day: the day of the month a billing period starts.
  • Lead days: how many days before the period starts ASTRO makes the draft.
  • Issue and e-mail recurring invoices automatically: this alone sends nothing. Invoices go out by themselves only after an Admin/Finance member also confirms auto-send on Subscription automation and ASTRO's operators have switched the sending on. Until then, generated invoices stay drafts in Drafts to review.

Dashboard

Hide amounts from non-finance users shows the money on the financial dashboard tiles (MRR, ARR, receivables, renewals) to Admin/Finance only. Everyone still sees the counts.

E-mail templates

  1. Pick a template with its button.
  2. Edit the Subject and Message. Merge fields lists the placeholders you can use, such as {{invoice_number}}.
  3. Select Preview to see it with sample values, then Save template.

History lists earlier versions; Use this version restores one. Nothing is e-mailed from this screen.

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