Invoice settings

On Invoice settings tab you can review and edit various layout and formatting settings. As a default the settings come from invoice template that can be seen on top of the view. Note that if you edit settings on invoice the edited settings will be used as a default for that projects next invoices (Invoice template: Project specific). Settings are editable only when invoice is in a draft status.

Invoice style

In Invoice style section you can define settings used on invoice PDF.

Template color scheme: Choose the color scheme used on invoice PDF
Show company logo and invoice title: Choose if your company logo and invoice title (i.e. Invoice and Credit note) are shown on invoice PDF
Show footer on invoice: Choose if footer is shown on invoice PDF

Invoice row descriptions

You can use tags and free text to create descriptions for invoice rows. You can set descriptions for work hours, travel expenses and products (fee). When using tags always use Add tags button to add new ones because items have their own tags in use. When adding more one than one tag, comma and space are automatically added between tags.

Show columns

Invoice columns selections define how detailed information is shown on invoice rows. Description and total price are always shown. Breakdown attachment columns define what information is shown on invoice breakdown if attached to invoice.

Invoice row grouping

It is possible to show total amount of work hours, travel expenses and fees as subtotals on invoice. This is controlled by the check box under Invoice row grouping.

Use item grouping to define if work hours, travel expenses and/or products should be grouped on invoice. Mark the check box to enable grouping, then define how items should be grouped. You can also define if you wish to attach a breakdown. In the breakdown, the items will have the description defined in Invoice row descriptions and the columns are shown based on the selections made in Show columns.

Notice that it is not always possible to group all the similar items to one row. For example same products with different unit price are on separate rows. Also when using financial integrations with cost centers, one invoice row cannot include multiple cost centers causing each cost center to be its own row.

You can also save invoice template as organizational level template by selecting the Save as organizational level template and giving name for the template.