Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Configure O2VEND CMS invoice features including product tax include/exclude, 3-way invoice matching, outstanding alerts, additional tax, SMS invoice updates, and WhatsApp invoice sharing.

The Invoice section in O2VEND CMS controls tax behavior, invoice communication, matching, and payment-related validations. Proper configuration improves billing accuracy, customer communication, and finance visibility.

Invoice Features Covered

This guide explains all invoice-related cards shown under Features → Invoice:

  1. Product Tax
  2. Hide Advance Payment Movement to Sale Popup
  3. OutStanding Payments Alert
  4. New Items in Goods Entries
  5. Additional Tax
  6. Invoice Details via SMS
  7. Invoice via WhatsApp
  8. Invoice Matching Type
  9. Credit Sales Invoice Return Items

1) Product Tax

What it does

Controls whether tax is treated as included or excluded in:

  • Product Price
  • Product Cost

Back Office → Features → Invoice → Product Tax

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Configuration Steps

  1. Open Product Tax.
  2. Set In Product Price:
    • Include: tax is already part of product price.
    • Exclude: tax is added during billing.
  3. Set In Product Cost:
    • Include: tax is part of purchase cost.
    • Exclude: tax is calculated separately.
  4. Click Save.
Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

When to use

  • Use Include when catalog prices are tax-inclusive for customers.
  • Use Exclude when base price and tax must be shown separately.

2) Hide Advance Payment Movement to Sale Popup

What it does

Hides the advance payment movement popup after GDN creation, reducing interruption during sales processing.

Back Office → Features → Invoice → Hide Advance Payment Movement to Sale Popup

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Steps

  1. Open the feature.
  2. Enable the toggle.
  3. Click Save.

3) OutStanding Payments Alert

What it does

Shows the customer's pending outstanding invoices during sales invoice creation, so collections are visible before final billing.

Back Office → Features → Invoice → OutStanding Payments Alert

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Benefit

  • Improves payment follow-up.
  • Helps reduce overdue receivables.

4) New Items in Goods Entries

What it does

Allows adding new items in GRN/GDN even if those items are not present in the original invoice.

Back Office → Features → Invoice → New Items in Goods Entries

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Benefit

  • Useful for real-world dispatch/receipt mismatches.
  • Reduces rework in goods entry workflows.

5) Additional Tax

What it does

Adds extra tax (for example service charge or handling fee) in addition to normal GST/tax rules.

Back Office → Features → Invoice → Additional Tax

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Configuration

  • Additional Tax Name: label shown in invoice
  • Additional Tax Percentage: numeric tax percentage
  • Additional Tax Account: ledger account for posting
Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

6) Invoice Details via SMS

What it does

Sends invoice summary details via SMS when invoice is created.

Back Office → Features → Invoice → Invoice Details via SMS

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Typical SMS includes

  • Invoice Number
  • Order Total
  • Payment Status
  • Store Name

Template

Configure SMS template in Inbox → Configuration → SMS Templates.

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

7) Invoice via WhatsApp

What it does

Sends invoice PDF or invoice link to customer WhatsApp for faster sharing.

Back Office → Features → Invoice → Invoice via WhatsApp

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Template

Configure template in Inbox → Configuration → WhatsApp Templates.

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

8) Invoice Matching Type

What it does

Defines how invoice validation happens against related documents.

Back Office → Features → Invoice → Invoice Matching Type

Option shown

  • **2way, 3 way, 4way matching

3-way matching meaning

  • Compares purchase flow across:
    • Purchase Order
    • Goods Receipt Note (GRN)
    • Invoice

Benefit

  • Better control over mismatch in quantity, price, or receipt status.
  • Stronger audit and approval process.

9) Credit Sales Invoice Return Items

What it does

When return is created for a credit sale, return amount is adjusted against the original credit invoice as payment.

Back Office → Features → Invoice → Credit Sales Invoice Return Items

Invoice Settings in O2VEND CMS: Product Tax, Invoice Matching Type, SMS and WhatsApp

Example

  • Credit invoice: 10,000
  • Return amount: 2,000
  • Outstanding after adjustment: 8,000

FAQ (helps impressions and clicks)

What is Product Tax include or exclude in invoice settings?

It controls whether tax is already part of product price/cost or added separately during invoicing.

What is 3-way invoice matching?

It validates Purchase Order, GRN, and Invoice together to reduce mismatches and improve control.

Can O2VEND send invoices on SMS and WhatsApp?

Yes. SMS sends invoice details and WhatsApp can send invoice PDF/link through configured templates.