How do you configure the invoicing settings?

The invoicing settings allow you to determine how invoices are generated and to which organisational units they are sent. Follow the steps below to configure these settings correctly.

1. Sign in to the Administrator environment for the new platform.
2. Go to Settings > Invoicing.
3. Under Display settings for, select the appropriate organisational unit or department.
   • Start with the highest level of your organisation. This level is selected by default.
4. Select the Default debtor.
   • Enable Allow override on lower levels if you want to use a different debtor for specific departments.
5. Enter your default PO number under Default PO number. If your organisation does not use PO numbers, leave this field empty.
   • Enable Allow override on lower levels if you want to use a different PO number for specific departments.
6. Configure the following settings using the available toggles:
   • Allow overriding the default PO number on an order.
   • Show employee ID on invoice. This setting is enabled by default. To disable it, first turn off Use default setting.
   • Show employee name on invoice. This setting is enabled by default. To disable it, first turn off Use default setting.
7. Turn off Use default setting if you want to configure Allow override on lower levels separately.
8. Click Save Changes.
9. Repeat these steps for each organisational level if different invoicing settings are required.

Tip: Go to Benefits > Invoices to view the invoices sent by FiscFree.