After installing and activating Sprout Invoices you will be redirected to the Getting Started dashboard. There you will want to activate your license first, your license key can be found on your account page.
After activating your license review the additional information on the page. When done click on the "General Settings" tab to start configuring Sprout Invoices.
To get you started, Sprout Invoices provides a fully customizable form for estimate submissions. Add the shortcode below to a page to use this default form:
The Default Terms and Default Notes will be added to each estimate, however Terms and/or Notes can be set per estimate.
The Default Terms and Default Notes will be added to each invoice, however Terms and/or Notes can be set per invoice.
The from name and from e-mail is used for all Sprout Invoice notifications. Example, "Joc Pederson" email@example.com.
Changing the email format to "HTML" will make the default notifications unformatted and look like garbage; if you want to create some pretty HTML notifications make sure to modify all notification's markup.
Since creating your own HTML notifications can be a real drag, here's an add-on that provides some clean HTML templates.
This information is used on all estimates and invoices. You'll want to make sure to set this information before sending out any invoices/estimates.
If your server doesn't support the
localeconv() function (or simply returns bad information) these options will allow you to set the currency formatting for your site.
The option to Save Logs is for debugging purposes and not recommended, unless advised. It's important to know that enabling this option on a live site may cause private transaction data to be saved in the DB unencrypted, i.e. CC data.