How to configure my invoices at company/batch level?
This video explains how to configure my invoices at a company/batch level. Find and configure individual or batch edit invoice settings.
How do I change my invoice settings on a company level?
We start by logging into the Customer Area.
Go to your company account, then to finance and invoice overview. In order to see your invoice settings, click on invoice settings.
Here you can view and configure all relevant invoice settings for a company account
Available are the general settings, applicable to all invoice types, and then invoice-specific settings, which are only applicable to specific invoice types.
Click on the ‘pen’ icon in the top right corner, make a change. Your change will be automatically saved and you can click on the cross to leave the page.
From a company level, you can also batch edit multiple merchant accounts, meaning that you can update a general or invoice specific setting for multiple accounts at once.
On the batch page, you can also view all invoice settings for all merchant accounts.
Select the accounts you want to batch edit and select the change you want to make. Click on ‘apply changes’ and confirm it.
This is how you view & configure company-level invoice settings and how you perform batch edits.