Invoice Preferences
Invoice preferences control how invoices are generated, displayed, and sent to customers. These settings apply globally across your workspace.☐ Hide zero amount line items
Removes invoice line items with a total amount of zero, helping keep invoices clean and easier to read.☐ Hide price breakdown in invoice PDF
Hides the price calculation columns (such as quantity and unit price) and displays only the total amount per line item in the invoice PDF.☐ Show consumption breakdown of related entities
Controls whether usage is shown only as an aggregated total or broken down by related child entities when parent–child customers are used.☐ Add payment wallet info on invoice
Includes payment wallet details on invoices. This may be relevant for customers that accept alternative payment methods such as cryptocurrency.☐ Set issue date and due date upon approval
Defines how the invoice issue date is determined:- Use the approval date as issue date, or
- Use the expected issue date for the billing period, even if the invoice is approved later.
☐ Automatically send approved invoices
Automatically emails invoices to the configured billing contact as soon as they are approved.☐ Deduct credits from following invoice
Controls how customer credits are applied:- When enabled, credits are automatically deducted from the next issued invoice.
- When disabled, credits can be applied manually to an invoice of your choice.