- Invoicing details
- Default note on invoices
- Extra fields in invoice footer
- Delete and revert invoices
- Default recipient of purchase invoices
- Purchase invoice targeting to costs
- Allow editing imported bills
Learn how to define default settings for your invoices and bills and how to delete and revert sent invoices.
Permissions: Admin
PSA plans: All
Invoicing details
From here you can define your default invoicing settings for your company. Note that some these are editable on the invoice as well. Some invoicing details can also be defined per account.
- Show overdue invoices: Define whether overdue invoices are displayed in the sales invoice list view.
- Show parent project name in invoice headers: Define whether the main project is displayed on the project material invoice when the invoice is allocated to a subproject.
- Allow blank invoice creation: If this is not activated, invoices can only be created with project materials.
- Show barcode on invoice: Define whether a barcode is displayed on the printed invoice. This setting can also be modified for individual invoices.
- Show already invoiced total on invoice: Define whether this is shown by default on the invoice. This setting can also be modified for individual invoices.
- Show material period on invoice: Define whether the date range of the invoicing material is displayed by default on the sales invoice. This setting can also be modified for individual invoices. The information will appear as a header row on the invoice message and invoice image.
- Allow mass invoice creation: Read more below.
- Show agreement identifier and order identifier on invoice: Specify whether the fields for contract and order numbers are included on the invoice.
Allow mass invoicing
With the mass invoicing tool, you can generate invoices for multiple customers at once. You can activate mass invoicing from the settings, which will then allow mass invoicing for each project. The functionality can also be disabled on a project-by-project basis if the project materials need to be invoiced separately.
Mass invoicing is enabled by default in new program installations. Once activated, the mass invoicing icon is visible in the sales invoice list view for users who have sales invoice editing rights.
Default note on invoices
You can define a default message that is automatically displayed for the recipients on all sales invoices. However, it is possible to overwrite the default message in the project-specific invoicing settings, or if necessary modify it manually on individual invoices.
Extra fields in invoice footer
You can define up to two extra fields to be shown on sales invoices.
The extra fields will be shown on the invoice footer after the sender's address information.
Delete and revert invoices
Need to edit an already sent or approved invoice?
If you wish to reset the status of an invoice, add the invoice number and click 'Revert'. If you wish to completely delete it, click 'Delete. You can find the invoice number for a given project from the Invoicing module in the sidebar.
Remember, you cannot reset or get back an invoice that has already been deleted.
Default recipient of purchase invoices
Define default recipient of bills.
Purchase invoice targeting to costs
Define whether purchase invoices are targeted as costs based on the invoice date or the accounting date.
Allow editing imported bills
By activating the setting, you enable the possibility to edit rows on bills that have been imported from an integration. As a default the setting is disabled and rows are not editable.
Note! The bill data received in PSA may include fields or information that do not have a corresponding field in the PSA bill view. In such cases, sums may change when the invoice is opened in edit mode. Notifications about this possibility have been implemented in the program to ensure that the person editing the bill verifies the final amounts of the rows.