Invoice Preferences

Invoice preferences control how invoices are generated, displayed, sent, and paid.

All invoice preferences are Off by default:

• Hide zero amount line items — Off by default.
• Hide price breakdown in invoice PDF — Off by default.
• Show unit prices with up to 4 decimal places — Off by default.
• Show consumption breakdown - of related entities — Off by default.
• Show commitment units - billable / non billable units — Off by default.
• Add payment wallet info on invoice — Off by default.
• Set issue date and due date only upon approval — Off by default.
• Send approved invoices automatically to email — Off by default.
• Deduct credits from following invoice — Off by default.
• Only allow invoice payments from credit pool balance — Off by default.
• Show available credits per credit pool on invoice PDF — Off by default.
• Show open balance on invoice PDF — Off by default.
• Include customer portal link in invoice email and PDF — Off by default.
• Show product variant on invoice — Off by default.
• Automatically credit customers for prepaid amounts when creating a phase — Off by default.

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.