Documentation Index
Fetch the complete documentation index at: https://guide.withvayu.com/llms.txt
Use this file to discover all available pages before exploring further.
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.
