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JoomInvoice - Configuration

All JoomInvoice settings are in one place. Go to Components > JoomInvoice > Settings > Configuration, or access it via System > Component > JoomInvoice.

General Settings

SettingDefaultDescription
Cron Job key check in config Secret key for cron job URLs (recurring invoices, reminders). Change this from the default for security.
Default currency - Your primary currency for new invoices and reporting.
Work with multiple currencies No Enable to allow different currencies per invoice.
Number of decimals on form inputs 2 How many decimal places to show when editing amounts.
Default tax on items None Tax automatically applied to new line items.
Default tax % on items 0 Default tax percentage for new items.
Default due date days 0 Automatically set the due date this many days after the invoice date. Set to 0 to disable.
Auto publish recurrent invoice Yes Automatically publish new invoices created by the recurring system.
Number of decimals on tax % 0 Decimal places shown for tax percentage values.
Invoice number format [yyyy]-[num] Format string for invoice numbers. Tokens: [num], [yyyy], [mm], [dd].
Quote number format [yyyy]-[num] Format string for quote numbers. Same tokens as above.
Minimum number of digits 0 Zero-pad the sequential number (e.g., 3 produces 001).
Invoice date format Joomla default Date format used for displaying dates.
Default invoice template Template 1 Template used for new invoices.
Default quote template Template 2 Template used for new quotes.
Default language en-GB Language for new invoices and quotes.
Invoice Status Calculate automatically Whether to auto-compute invoice status from payment data, or require manual status setting.
CSV column separator ; Separator character for CSV exports.
Show system information box Yes Show system information on the dashboard.
Vue.js version Minified Use production (minified) or development version for online preview rendering.
Menu item for payment cancel link None Page to redirect to after a client cancels a payment.
Menu item for payment success link None Page to redirect to after a successful payment.
Auth code in payment links Auto Controls guest access to payment links (see below).

Auth Code Modes

ModeDescription
None No guest access. Clients must log in to view invoices and pay.
Auto Guest access only for clients without a Joomla account. Clients with accounts must log in.
Always All links include guest access codes. Anyone with the link can view and pay.

Default Invoicer Data

These values pre-fill the "From" section on new invoices so you do not have to type your company details every time.

SettingDescription
Name Your company or business name.
VAT num. Your VAT or tax identification number.
Address Your business address (can be multiple lines).
E-mail Your business email address.
Phone Your phone number.
URL Your website URL.

Layouts

SettingDefaultDescription
Show preview in same page Yes Show a side-by-side invoice preview in the admin when editing (on large screens).
Show edit form and instant preview No Show the edit form and a live preview next to each other (requires a very wide screen).
Layout for frontend users Default Choose "Default" (with payment details) or "Simple" (without payments) for the client portal.
Auto-save Yes Automatically save invoices while you are editing them.
Show source column No Show an "External Source" column in the invoice list.
Show payments in invoice list Yes Show payment summary information in the invoice list.
Show EU VAT ID verification button Yes Show a button to verify EU VAT numbers when editing invoice recipients.
vatlayer.com access key (empty) Your API key for the vatlayer.com VAT verification service.
Show editor for template editing No Use a WYSIWYG editor instead of raw HTML when editing templates.

E-mail Settings

SettingDefaultDescription
From (name) on emails (empty) Sender name for JoomInvoice emails. If empty, uses Joomla's global mail settings.
From (email) on emails (empty) Sender email address. If empty, uses Joomla's global mail settings.
Subject on invoice emails Invoice {invoice_num} Email subject when sending invoices.
Subject on quote emails Quote {invoice_num} Email subject when sending quotes.
Subject on payment emails Payment received Email subject for payment confirmations.
Attach PDF invoice in email Yes Include a PDF version of the invoice as an email attachment.
Folder for tmp PDF creation pdfinvoices Folder where temporary PDF files are saved. Must be writable.

Notifications

Quote Status Notifications

Get notified when clients accept or reject quotes.

SettingDefaultDescription
Enable Quote Status Notifications No Send you an email when a client responds to a quote.
Quote Accepted - Email Subject Quote #{quoteNumber} has been accepted Subject for acceptance notifications.
Quote Accepted - Email Body (HTML template) Message body for acceptance notifications.
Quote Rejected - Email Subject Quote #{quoteNumber} has been rejected Subject for rejection notifications.
Quote Rejected - Email Body (HTML template) Message body for rejection notifications.

Reminders

Cron Job

SettingDescription
Cron Job URL The URL to use in your cron job for sending reminders (shown for reference).
Emails per cron job call Maximum number of reminder emails sent each time the cron runs. Default: 5.

Unpaid Invoice Reminders

SettingDefaultDescription
Enable Reminders No Automatically send reminders for unpaid invoices.
Email Subject Payment reminder - Invoice #{invoiceNumber} Subject line for reminder emails.
Email Body (HTML template) Message body with placeholders for invoice details.

Permissions

Access control settings for different user groups. See Permissions for details.

Cron Job Starts

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