Invoice Preferences

Invoice preferences control how invoices are generated, what details appear on them, and how they are delivered to customers. These settings apply across your workspace.

​

Customize Invoice Content and Delivery

You can use invoice preferences to control both presentation and workflow.

​

Line Item Visibility

Choose whether to display line items with a zero total. Hiding them can make invoices easier to scan and reduce visual clutter. The invoice PDF can also be simplified by showing only the total for each line item instead of the full pricing breakdown, such as quantity and unit price.

​

Usage Breakdown

For parent-child customer structures, you can decide whether usage appears as a single aggregated total or is broken down by related child entities.

​

Payment Details

You can include payment wallet information on invoices when needed, which may be useful for customers that accept alternative payment methods such as cryptocurrency.

​

Invoice Timing

You can control how issue and due dates are set after approval. Vayu can either use the approval date as the issue date or keep the expected issue date for the billing period, even when approval happens later.

​

Sending Behavior

Approved invoices can be sent automatically to the configured billing contact as soon as they are approved.

​

Credit Application

Customer credits can be applied automatically to the next issued invoice, or left for manual application on a specific invoice.

​

Customer Access

You can include a link to the customer portal in the invoice so customers can check invoice status and view related usage information.

​

Billing Email and BCC

You can also configure the billing email used to send invoices, along with optional BCC recipients who should receive a copy of every invoice.