Certain invoice settings can be set for individual and global buyers. To amend these, head to People > Buyers and select the buyer you need to amend. You will need to make sure you select the tab called Buyers within.
Display density - Controls how the items appear and how much detail should be shown. See Invoice Settings for more info.
Show service contract for bookings - Displays the name of the contract. This can be useful if the client has bookings across multiple contracts.
Group by service contract - If the client is on multiple service contracts, it will separate the items by contract, as well as by the chosen display density.
Show client address on invoice export and PDF - The buyers address will be used instead by default, this allows you to add the client's address as well as the buyers.
Invoice page footer - This allows you to override the default invoice page footer.
Invoice footer - This allows you to override the default invoice footer.
Delivery and payment method
Invoice delivery Preference - Set the delivery preference for email or printing. This will pre-select the relevant choice when using the deliver option in an invoice run.
Payroll department code - Assign a payroll department code.
Default payment method - Select a default payment method e.g. cheque, direct debit.