Adjust Your Invoice Settings

In this Article:

• Invoice Settings Overview 
• Order Types (Catering & Events only)
• Guest Experience (Catering & Events only)
• Notifications
• Deposits
• Invoice Template
• Invoice Defaults
• Branding
• Additional Orders (Catering & Events only)
• Additional Resources

Invoice Settings Overview

Note: To view invoices for Catering & Events the following permissions are needed:

• 4.16 View Invoicing, Catering & Events
• 4.17 Edit Invoicing, Catering & Events
• 4.18 Configure Invoicing, Catering & Events

Invoice settings allow you to configure your invoices to meet the needs of your restaurant. Some of these settings are only available for restaurants using the Toast Catering and Events module.

If you’re using Toast Invoicing, you can access these settings in Toast Web by navigating to Payments > Payment methods > Customer invoices, and selecting Settings from the left-hand menu.

If you're using the Toast Catering and Events module, you can go directly to Catering & events in Toast Web and access the Settings page from the left-hand menu.

Continue reading for an overview of each section of the invoice settings page. 

 

Order Types (Catering & Events only)

The Order types section of your invoice settings allows you to create catering order types which help you collect and organize information for the different styles of catering you offer. 

To learn more, check out the Create an Order Type section of this Toast Central article, .

This is also where you can find your lead URLs to put on your website! Next to each order type you create, you’ll see a copy icon beside the pencil icon. This button will copy the URL for that form to your clipboard, and you can give it to your website designer so that they can add it to your website for your customers to access. 

Guest Experience (Catering & Events only)

In the Guest experience section of your invoice settings, restaurants using Multi-Location Management (MLM) can set up a multi-location lead form. This can help you collect leads for your different restaurant locations and order types, and customize the branding, copy, and form fields accordingly. Select Set up to get started, then follow the instructions in the workflow to select the locations and order types you'd like to collect leads for.

This section of your invoice settings is also where you’ll find the Catering location picker URL, which you can use on your website so that guests can see all of your location options and pick the location that works best for them.

If your restaurant uses Toast Loyalty, you can allow your guests to accrue and redeem loyalty points on invoices and catering orders by toggling Loyalty to the On position. 


 

Notifications

Under Notifications settings, you can add recipients (employee or non-employee) for email notifications any time a customer pays an invoice. Select + Add to input an employee name or non-employee email address, and select the X button to remove them from email notifications at any time. For Toast Catering and Events, you’ll also have the option to configure notifications for specific order types if you’re looking to notify your staff of things like leads or estimate approvals. To learn more, check out the Create an Order Type section of this Toast Central article, .

In the Notifications section you can also change the Reply-to email address for any emails sent by the invoicing/catering module. This way, if a guest replies to an email sent by the invoicing/catering module, you'll be able to see it and respond!

Finally, you also have the option to toggle on Send overdue invoice reminders if desired. This feature will automatically send a reminder to customers when an invoice becomes overdue, and will continue to send recurring reminders every 3 days thereafter until the invoice is paid.

Deposits

In order for deposits to work, you must select a Deposit Alternate Payment Type. Toast recommends creating a new alternate payment type named “Deposit Redemption” for clarity. For instructions, see this Toast Central article: .
 

Invoice Template

The Invoice template settings include the following options for you to apply to all of your invoices:

• Default due date: Select the default date invoices will be due.
  • The due date can still be adjusted on any individual invoice before it is sent.
  • You will be able to optionally configure your own default due date relative to the event date. 
• Default memo: Add a default memo/note to your invoices. You can overwrite this on individual invoices as needed.
• Default email attachment: You can overwrite this on individual invoices as needed.
• Custom tip percentages
• Default tip percentage
• Default server (if you select a default server, tips will be on by default)
• Include item descriptions (in addition to the item’s name, modifiers, and special instructions)
• Display Tax Identification Number: Add a Tax Identification Number here if you would like it to be displayed on invoices.
• Remittance Address
   

Invoice Defaults

In the Invoice defaults section, you can choose to apply a default dining option, which will be applied only to invoices not attached to a catering order. To learn more about dining options, check out this Toast Central article: .

You can also use the Reporting drop-down to select a revenue center that will be associated with your orders and invoices. This can help you report on order volume for this segment of your business. To learn more about revenue centers, check out this Toast Central article: .


 

Branding

By default, branding is shared with the rest of your Toast products, and can be updated on the General Information & Branding page within Toast Web (Takeout & delivery > Toast online ordering > Restaurant info).

However, if desired, you can override select fields to apply different branding to your catering operations:

• Catering restaurant name
• Phone number (for the invoice)
• Catering logo

Tax Identifier Number:
Some countries have a requirement to display a Tax Identification Number (eg Company's registered VAT number) on an invoice. This can be added by navigating to Payments > Customer Invoicing > Settings > Invoice Settings > Tax Identification Number in Toast Web.

Additional Orders (Catering & Events only)

In the Additional orders section, you can configure which types of additional orders should be included in prep tools and the calendar using the Dining options and Order sources drop-downs. Note that Catering & Events orders will always be included in prep tools and the calendar, and do not need to be added separately here.
 

Additional Resources

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