Invoicing Settings

Invoicing settings define invoice details specific to exporting. If your account has connected one of the Accounting & Billing integrations, be sure to review these settings in the Admin panel. 
This article covers:

• Accessing your Invoicing Settings
• Decimal Places and Rounding
• Invoice Unlinking
• Related articles

Accessing your Invoicing Settings

Exporting invoices and invoice unlinking settings are managed by an Admin as part of your company's Finance settings. 

To access your Invoicing settings

1. Click Admin in the top bar. 
2. Select Finance from the dropdown. 
3. Click Invoicing.

Decimal Places and Rounding

Decimal Places and Rounding affects the number of decimal places to which quantities are rounded. Select from 2 Decimal places or 4 Decimal places.

To set Decimal Places and Rounding

1. Click Admin in the top bar. 
2. Select Finance from the dropdown. 
3. Click Invoicing.
4. Toggle your desired rounding setting.

The selected setting determines how invoice quantity will be displayed and exported to a third-party integration.

Invoice Unlinking

Invoice Unlinking controls the ability for users to unlink an invoice from its integrated third-party financial system (Xero, QuickBooks, e-conomic). 

To enable Invoice Unlinking

1. Click Admin in the top bar. 
2. Select Finance from the dropdown. 
3. Click Invoicing.
4. Use the toggle to enable Invoice Unlinking.
   

Enabling Invoice Unlinking allows users to unlink exported invoices from a project's Invoicing or All Invoices.

Related articles

• Creating invoices for your customers