Invoice settings - On the 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. Settings are editable only when invoice is in a draft status.
If you make changes to the invoice, they are saved to the project-specific template and edited settings will be used as a default settings for this project's next invoices.
Invoice style
Here you can define settings used on the invoice PDF:
- Color scheme: Choose the color scheme used on invoice PDF
- Show logo and invoice title: Choose if your logo and invoice title (for example 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 (hours, travel expenses and regular products). Always use Add tags button because all items have their own tags in use. When adding more than one tag, comma and a space are automatically added between tags.
Show columns
Invoice columns section defines what information is shown on individual invoice rows. Description and total price are always shown. Breakdown attachment columns define what information is shown on the invoice breakdown page.
Invoice row grouping
It is possible to show total amounts of work hours, travel expenses and fees as subtotals on invoice. Subtotals combine invoice rows and show the total sums of each category's invoice rows. Click Show total amounts of work hours, travel expenses and fees as subtotals to add subtotals to the invoice.
Use invoice row grouping to define if hours, travel expenses or regular products should be grouped on invoice. By selecting Grouped by you can define the criteria for grouping entries. You can use single-level grouping or also define secondary grouping by selecting desired grouping factors.
Invoice row breakdown page
When using invoice row grouping, you can also choose to attach a breakdown of invoice rows. Breakdown is a separate page of the invoice. This is useful in cases where work hour entries on the invoice are shown as total sums, but a more detailed breakdown of the work hour entries included in the invoice is desired to be sent to the customer. Click Attach breakdown to add the breakdown to the invoice:
- Information shown in the Description field of the breakdown is fetched from Invoice row descriptions.
- Columns are defined according to the selections in Invoice columns.
It's not always possible to group all similar items to one row. For example, when grouping hours on the invoice, only entries with the same hourly rate will be shown on the same row. The same rule applies to cost centers.
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