The invoicing settings allows configuration of how invoices are created and managed, including adding company details, controlling how bookings are grouped into invoices, and defining how invoices are processed. It also helps customize the appearance of invoices by including branding elements such as logos and additional information
Access this section by navigating to Settings → Invoicing in the left sidebar.
Invoicing is only available on Pro and Full plans
Invoice Details
Provide company and billing information that will appear on generated invoices.
Legal company name
The official registered name of the business.Chamber of Commerce #
Company registration number.Bank
Name of the bank used for payments.Bank account
Account number or IBAN for receiving payments.Phone number
Contact number displayed on invoices.Extra text on the invoice
Additional information such as payment terms, notes, or legal disclaimers.
Processing Settings
Define how invoices are created and processed to best fit your business
Invoice Grouping Rules
Controls how jobs are grouped into invoices:
Group jobs on invoice for each receiver
Combines multiple jobs for the same customer into a single invoice.Weekly grouping with manual finalization
Groups jobs weekly, requiring manual confirmation before finalizing invoices.Create a new invoice for every job
Generates a separate invoice for each booking.
Process Flow
Defines how invoices are processed:
No automatic processing
Invoices are created as drafts and remain pending until manually reviewed and finalized. This option gives full control over invoice approval and is suitable when verification is required before sending invoices.Auto to review
Invoices are automatically moved to a review stage, where they are prepared for finalization but still require manual confirmation before completion. This balances automation with control.Fully automatic
Invoices are processed and finalized automatically without any manual intervention. You have to configure “Finalize after X additional days”, which determines how many days after the invoice moves to pending it will be automatically finalized.
Invoice Branding
Invoice logo upload
Upload a company logo to be displayed on invoices.
(Recommended maximum width: 300px)
Click on 'Save' on the top right corner of the module to save configuration