In the invoice settings, you can modify the appearance, columns, and row grouping of an individual invoice. Changes only affect that specific invoice unless saved as an invoice template. Access the view by opening the invoice and selecting the Preferences tab.
Invoice template
Manage invoice settings using ready-made templates:
Use invoice template: Click the button to select a previously saved invoice template that automatically sets the preferences. Note that selecting a template overrides all current preferences.
Reset to default settings: Restore preferences to the project's default preferences
Save as new invoice template: If you have made changes that you want to save for future use, you can save the preferences as a new template for the entire organization
Show columns
Select which columns are displayed on the actual invoice and which on the invoice breakdown page:
Columns: Select from the checkboxes whether to display Amount, Unit, Unit price, or VAT on the invoice rows
Breakdown columns: If an attachment is used on the invoice, select which columns are displayed on the breakdown page
Invoice row descriptions
Define how the text of invoice rows is automatically generated for different row types:
You can edit the default descriptions for work hours, travel expenses, and products in the text fields by clicking the field
Click the Identifier button to add dynamic information such as Date, Person, Project, or Work type. These will be replaced on the invoice with the actual row details.
Invoice row grouping
Define how invoice rows are organized and bundled on the invoice:
Show total amounts as subtotals: Select this if you want to display group totals as separate subtotals
Arrange rows: Drag the rows in the list to change the order in which Work hours, Fees, and Travel expenses are presented on the invoice
Grouping (Work hours / Travel expenses / Product master):
Enable grouping by selecting the checkbox, e.g., Group work hours
Select the Grouping basis from the dropdown menu, e.g., Person and Project
You can also select a secondary grouping basis if needed
Select Attach breakdown if you want to move detailed rows to the invoice attachment
Style
Modify the visual appearance of the invoice:
Color scheme: Choose the highlight color used on the invoice from the color palette
Logo & footer: Choose whether the company logo is displayed in the invoice header and whether the footer is printed at the end of the invoice
Frequently asked questions
Q: Why is the invoice row breakdown not visible on the invoice even though I have selected the columns?
A: Check the Invoice row grouping section to see if the Attach breakdown option is active. If selected, detailed invoice rows with information are moved to a separate attachment page, and only the overview is visible on the invoice.
Q: Can I change the order in which hours and products appear on the invoice?
A: Yes. In the Invoice row grouping section, there is a table Arrange rows. You can drag rows (e.g., Work hours, Travel expenses) into the desired order.
Q: How can I save the changes I made to the invoice settings for everyone to use?
A: Click the button Save as new invoice template for organization in the Invoice template section. Give the template a name and Save. This requires sufficient permissions.
Keywords: beta, invoice, invoice settings, invoice template, columns, grouping, invoice row description, breakdown, style, color scheme, logo, footer, KPI, insights
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
*