The Settings Tab in CommBilling provides multiple options to configure and optimize how the app interacts with your Shopify store. There are four sub-tabs: General, Customization, Translation, and Email, each designed to help you manage specific aspects of your billing operations.
1. General Settings
The General settings tab in CommBilling is divided into four key sections that help manage your company’s details and streamline your billing processes:
- Company VAT Number Validation:
In this section, you can enter and validate your store’s VAT number. CommBilling automatically checks the validity of the VAT number to ensure your business remains compliant with EU VAT regulations.
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Company Details:
Here, you can input additional details about your company, such as optional fields like IBAN and BIC etc. These fields are useful for payment and financial transactions but are not mandatory.
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Invoice/Credit Note Automation:
This section lets you activate triggers for automating invoice and credit note generation:- Automatically Generate Invoices: When enabled, CommBilling will automatically create invoices for every order placed in your Shopify store.
- Automatically Generate Credit Notes: Similarly, you can activate the automatic generation of credit notes for refunds or returns, streamlining your billing workflow.
- Sales Document Numbering
This section allows you to configure the numbering system for documents like invoices and credit notes. Having a clear and customizable numbering sequence ensures consistency and helps with document organization and tracking.
This General Settings sub-tab ensures that your business is VAT-compliant and that your sales documents are properly configured and automated for smooth operations.
2. Customization
The Customization sub-tab provides tools to tailor your sales documents to your brand’s style and needs:
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Sales Document Design: Based on your subscription plan, you can fully or not customize the design of invoices and credit notes, including adding your store’s logo, choosing color schemes, and adding any additional information like terms and conditions, removing CommBilling branding etc.
3. Translation
In the Translation sub-tab, CommBilling detects the language used in your Shopify store and adjusts the interface accordingly. You can manually change the language settings if needed.
If you operate in multiple regions, you can activate the option to send invoices and credit notes in the customer’s preferred language, ensuring smooth and clear communication.
4. Email
The Email sub-tab allows you to configure how CommBilling sends emails related to your sales documents:
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SMTP Configuration: Depending on your plan, you can either use CommBilling’s SMTP server or configure your own, giving you control over how invoices, credit notes, and other communications are sent.
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Email Template Customization:You can personalize both the subject and content of the emails sent to your customers. This includes:
- Subject: Enter the desired subject for the email, which your customers will see upon receiving the message.
- Content: Customize the body of the email to align with your brand and provide necessary details. You can use generative AI to assist in creating professional, clear, and branded email content, ensuring consistency in messaging across all communications.
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Automation: Automate the process of sending emails when invoices or credit notes are generated, ensuring timely communication without manual intervention.
This Email sub-tab empowers you to ensure that your communications are professional, aligned with your branding, and automated for efficiency. With the added support of generative AI, creating email content is faster and more intuitive.
With these flexible settings, the Settings Tab in CommBilling helps you tailor your billing processes, ensuring compliance, personalized communication, and efficient document management.