⚙️ Accessing Invoice Settings

(See image: “Goto invoice settings”)

To access your organization’s invoice settings, click the settings gear icon located beside the “Generate Invoice” button within your invoicing module. This opens the Org Invoice Settings page, which contains several tabs:

• General
• Payment Info
• Signature
• E-mail
• Invoice Templates

🧾 General Invoice Settings

(See image: “General Invoice Settings”)

The General tab lets you define core company information that automatically appears on every invoice. This includes:

• Telephone 1 & Telephone 2: Displayed prominently at the top of the invoice for client contact.
• Company Email: The official email address used for invoice communication.
• Business Type & BN Number: Defines whether the organization operates as a Business Name, Limited Liability Company, etc.
• Tax Identification Number (TIN): Ensures compliance and proper documentation for taxation.
• Percentage Tax: Used to auto-calculate VAT or withholding taxes on invoices.

All these fields collectively shape your organization’s header details and give your invoices an authentic, compliant look.

💳 Payment Information

(See image: “Payment Information.")

The Payment Info tab allows you to present banking details clearly to clients for seamless transactions.

Petra provides two sections:

• Local Payment Information — for domestic bank transfers.
• International Payment Information — for cross-border payments, including Bank Address, SWIFT/BIC Code, and other details.

This flexibility ensures that both local and foreign clients can complete payments effortlessly using the correct financial details.

✍️ Signature Settings

(See image: “Sender’s Signature”)

The Signature tab adds a layer of authenticity and professionalism to your invoices. Here, organizations can:

• Upload the Authorized Signatory’s Signature — which is automatically appended to every issued invoice.
• Specify Invoice Color Theme — to align the visual style with your company branding.

🔒 Security Note: Once uploaded, the signature image is securely stored and never visible or downloadable except when attached to an invoice. This ensures confidentiality and prevents unauthorized use.

📧 Email Settings and Signatures

(See image: Email settings and Place holders for email signature)

The E-mail tab gives organizations control over how invoices are delivered and branded.

You can:

• Configure a dedicated SMTP server for invoice emails (useful if you want a different channel from your general organisation SMTP settings).
• Specify custom email signatures, complete with images, copied directly from editors like Outlook or Gmail.
• Use intelligent placeholders that automatically populate when an email is sent:

This feature ensures every invoice email is personalized, branded, and professional.

🧩 Invoice Templates

(See image: “Available Invoice Templates.png”)

Petra Business Suites provides three beautifully designed invoice templates — Template A, Template B, and Template C.

Each template varies slightly in layout and design, but all feature:

• Your uploaded logo
• Signature and tax details
• Payment information
• Color themes for branding consistency

Administrators can simply choose a preferred template with one click and update it. If a completely custom layout is desired, a support link is available for bespoke invoice design requests.

✨ Why It Matters

Having flexible invoice configuration options means your organisation can:

• Maintain consistent branding across all documents.
• Present clear, trustworthy payment details to clients.
• Ensure tax compliance with accurate identification numbers.
• Deliver invoices via professional, authenticated email channels.
• Automatically personalize communication and signatures for every sender.

With Petra Business Suites Invoice Settings, your invoicing process becomes not just functional — but refined, secure, and effortlessly aligned with your brand.