Configuring financial documents and communications

  • Updated on Nov 12, 2024
  • Published on Oct 1, 2024
  • 2 minute(s) read
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Configuring financial documents

You can configure financial documents generated via the NewStore platform for your business operations. This includes:

  • Configuring the format of the number generated in invoice documents during checkout.

  • Specifying the address information that is included in financial documents generated for your business.

To view the current configuration for financial documents set up for your business, use the Get financial documents config method.

To configure financial documents:

  1. Use the Update financial documents config method or Create financial documents config method.

  2. To specify the address information that will be included in the generated financial documents, in accounting_settings > accounting_entities:

    • In accounting_address, specify the address information.

    • (Optional) In id, specify the country code value, such as US for an address that is based in USA.

      This allows the address information you have specified in accounting_address for financial documents to be distinct for each region in your business.

  3. To specify the format of the invoice ID to be included in the financial documents generated for your business, in accounting_settings > generate_external_invoice_id_format, specify the format.

    The recommended format is {tenant}{country_code}{unique_number:08d}, where:

    • tenant is the first 3 characters of the environment value of the tenant for your business, such as pro for the production environment.

    • country_code is the country code for the region for which you are generating an invoice ID, such as US for USA or DE for Germany.

    • unique_number:08d is a unique number generated for your business, which is unique to your business when generating financial documents.

Configuring financial communications

NewStore enables you to configure the type of notifications and communication that are sent automatically to customers in your business. This may include receipts and other financial documents and communications.

To view the current configuration for financial communications set up for your business, use the Get financial communications config method.

To configure financial communications for your business:

  1. Use the Update financial communications config method or Create financial communications config method.

  2. Set the push_notification_channel_type property to associate a channel to send push notification to the customer's device. Set the value for this property to customer_uuid or customer email to specify which channel type to use for sending push notifications.

  3. In the options property, set each of the properties to either email or push_nottification, based on how you want the customer to receive notifications and financial documents.

    If set to email, NewStore sends the communication to the customer's email. If set to push_notification, NewStore sends the communication to the customer as push notifications on their device.

    Note

    If you want the customer to receive communication via both email and push notifications, specify both values for the relevant properties.

    The following properties must be set up:

    • gift_card.issued: For NewStore to send communication about issued gift cards to the customer.

    • invoice_created: For NewStore to send communication about invoices for orders to the customer.

    • refund_note_created: For NewStore to send communication about refund notes that have been created for returns that the customer has made for their orders.

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