React SDKComponents and wrappers

OtherSettings

Overview

The OtherSettings component enables users to change various options that affect the generated PDFs for invoices, quotes, and other document types.

This component is also integrated into the larger TemplateSettings component that provides a unified UI for all available invoice template settings.

Permissions

To access and use the OtherSettings component, the authenticated entity user must have a role with the read and update permissions for the entity resource.

Preview

OtherSettings component preview
OtherSettings component preview

Usage

Use the OtherSettings component in your application as follows:

React.js
1import { OtherSettings } from "@monite/sdk-react";
2
3...
4
5// This component must be rendered within the MoniteProvider wrapper
6const OtherSettingsPage = () => {
7  return <OtherSettings />
8};

Props

None.

User interface

All options apply only to newly generated PDFs and do not affect existing documents.

The available options are:

  • Display bank account details on PDF - controls whether to display entity bank account details in invoices, quotes, and credit notes. Users may want to remove the bank account from invoices to ensure the customers pay via invoice payment links.

    Bank account details in an invoice
    Bank account details in an invoice

  • Display signature section on a Quote - if enabled, you can choose between:

    • Physical signature for quotes - PDF quotes will include a section where customers can sign the printed document.

      ______________________     _________________
      Place, Date                Signature

    • Electronic signature for quotes - require the customer’s digital signature to mark quotes as accepted. This can be overridden later for individual quotes.

      The signature can be provided progammatically via the signature object in the request body of POST /receivables/{receivable_id}/accept.

  • Update PDF files for paid invoices - this option affects invoices that are paid, partially paid, or have credit notes applied. If this option is enabled:

    • The totals block in the PDF invoice will include a list of all payments made and credit notes issued.
    • Once an invoice becomes fully paid, the payment link and QR code are removed.

    The PDF invoice gets regenerated at the moment when an invoice payment is recorded or a credit note is issued. This PDF is not issued as a separate document, and the original PDF invoice is no longer available.

See also