This article describes the settings that control the behavior of the invoice screen in Sapera. The settings apply to sales orders and outgoing invoices and affect everything from what is shown on invoice lines to what the system does automatically on creation and posting.
The settings are found in Shop Manager under Setup → Settings → Financial → Invoice.
If you cannot see the menu item, you probably do not have permission to access it. Contact support.
Due Payment Days: Specifies the number of days from the invoice date that the system uses to calculate the due date. The value is specified as an integer — for example 30 for net 30 days. The due date can still be adjusted manually on the individual invoice.
Payment date calculation mode: Determines whether weekend days can fall on the due date.
Default: Weekend days can become the due date. The system adds the specified number of days directly to the invoice date without regard to the day of the week.
SkipWeekendAsResultDate: Saturday and Sunday are skipped as a possible due date. If the due date falls on a weekend, it is automatically moved forward to the following Monday.
Auto fill invoice date: Determines whether the system automatically fills the invoice date field with today's date when a new invoice is created.
Yes (default): The invoice date is filled in automatically on creation.
No: The invoice date field is left blank, and the user must enter the date themselves.
Auto fill invoice date at booking: Determines whether the system automatically sets the invoice date to the posting date, if it is not already specified, when the invoice is posted.
Yes (default): The invoice date is filled in automatically on posting if the field is empty.
No: The system does not touch the date on posting.
Show Account: Controls whether a financial account is shown on the individual invoice lines.
Yes: A financial account is visible and linked to the sales line on the invoice.
No: No financial account is shown on the sales line.
Show action codes: Controls whether action codes are shown on invoice lines.
Yes: Action codes are shown on the sales line in the invoice.
No: Action codes are not shown on the sales line.
Show profit by default: Controls whether profit is shown by default on the invoice.
Yes: Contribution margin in currency (DB) and contribution ratio in percent (DG %) are shown by default.
No: The contribution margin is not shown by default.
Show export popup after booking: Determines whether Sapera shows an export dialog after an invoice has been posted. The dialog allows you, for example, to download the invoice as a PDF or send it by email.
Yes: The export dialog is shown after posting.
No: The export dialog is not shown after posting.
Auto close invoice after booking: Determines whether the invoice screen is closed automatically after posting has been completed.
Yes: The invoice screen is closed automatically after posting.
No: The invoice screen remains open after posting.
Wait for booking completion: Determines whether the system waits for all background processes of the posting to finish before the user can continue. This ensures data consistency during asynchronous processing.
Yes (default): The system waits for the posting to be fully completed.
No: The user can continue while the posting is still being processed in the background.
Is product instance required: Specifies whether it is mandatory to link a product instance (serial-numbered item) to each item line on the invoice.
Yes: A product instance must be specified on all item lines — it is not possible to post the invoice without one.
No: Linking a product instance is optional.
Include Product instance related reports on export: Specifies whether reports linked to product instances — e.g. instance documents — are included automatically when the invoice is exported or printed.
Yes (default): Instance-related reports are included on export.
No: Instance-related reports are not included.
Credit note appendix mode: Determines whether a new voucher number is assigned when a credit note is created, or whether the original voucher number from the credited invoice is retained.
AlwaysNew (default): A new voucher number is always assigned to the credit note.
AlwaysOriginal: The original voucher number from the credited invoice is retained.
Ask: The system asks the user whether a new voucher number or the original is wanted.
Credit note invoice date behavior: Determines which invoice date a credit note is given on creation.
UseOriginalInvoiceDate (default): The credit note is given the same invoice date as the invoice it is based on.
UseCurrentDate: The credit note is given today's date as the invoice date.
Payment identifier mode: Determines what the payment identification on the invoice is based on.
BaseOnCustomerIdentifier (default): The payment identification is generated based on the customer.
BaseOnInvoiceIdentifier: The payment identification is generated based on the invoice itself.
Use previous item stock location mode: Controls whether the system remembers and reuses the stock location that was last used for a given item.
Never: The system never uses the previous stock location for an item — it is always selected from scratch.
Always: The system always uses the most recently used stock location for the item.
When conditions met (default): The system only uses the previous location when certain conditions are met.
Use stock location behaviour if out of stock: Determines what the system does if the item is not available at the selected stock location.
AlwaysCurrentOu (default): The system always uses the location in the current organizational unit (OU), regardless of whether the item is in stock there.
AskIfOtherLocationShouldBeUsed: The system asks the user whether another location should be selected.
AutoSelectAvailableOuLocation: The system automatically selects a location in the current OU where the item is available.
AutoSelectByPriority: The system automatically selects a location based on a prioritized order, where the item is available.
Skip locations repair on re-booking: Specifies whether the system should skip automatic location repair when an invoice is re-posted. The setting is relevant when manual corrections have been made that must not be overwritten.
Yes (default): Location repair is skipped on re-posting.
No: The system attempts to repair the stock locations on re-posting.
Support purchase back flow: Specifies whether outgoing invoices support the purchase back flow — e.g. in connection with returns, where the item and the amount are returned.
Yes (default): The purchase back flow is enabled and supported on invoices.
No: The purchase back flow is disabled.
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If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Invoices
A complete walkthrough of the invoice overview and the invoice editor in Shop Manager: fields, invoice lines, all actions, the state flow and the tabs at the bottom.
Invoice (printout)
The invoice printout is the actual invoice document for a single invoice in Sapera, with a header, item lines, VAT, payments and footer text.
Invoice / receipt (printout)
The A4 invoice for a sale in the cash register. Generated automatically when a sale is completed, or retrieved from a historical transaction via the printer icon.
