Set Customer Document Defaults for Invoicing

Automatically include the right supporting documents and formats with every invoice.

What are Default Document Settings?

Default Document Settings let you pre-define which supporting documents should always be included when sending invoices, and if they should be combined into a single PDF. Instead of selecting documents manually each time, you can configure defaults at either the organization level or the customer level.

This ensures invoices are complete, consistent, and tailored to customer requirements.

Where can I set defaults?

1. Organization-Level Settings

• Go to Settings → Financial Settings section → Invoicing & Billing → Invoice Settings.

  • Default Documents: Choose from a list of document types (e.g., Bill of Lading, Proof of Delivery) to be always included when sharing invoices.

  • Combine All Documents: Merge selected documents into a single PDF per invoice by default when sharing.

These defaults apply to all customers unless customer-specific settings are defined.

2. Customer-Level Settings

For customers with unique requirements, you can set defaults directly in their profile.

• Open the Customer Detail View.

• In the new Invoicing Settings section, configure:

  • Default Invoice Documents: Choose the specific documents this customer requires.

  • Combine All Documents: Option to merge attachments into a single PDF.

Customer defaults always take priority if set over organization defaults.

How defaults apply when sending an invoice

When you share an invoice:

1. The system checks if the customer has defaults set → applies them automatically.

2. If no customer defaults exist, it uses the organization defaults.

3. You can still adjust the selection manually before sending if needed.

This hierarchy ensures the right documents are always attached without extra steps.

Frequently Asked Questions

Q: Can I combine all documents into one PDF?

Yes. At both the organization and customer level, you can enable a setting to merge all supporting documents into a single PDF per invoice.

Q: What happens if I don’t set any defaults?

If no defaults are configured, you can still manually select documents when sending invoices.

Q: Can I change the defaults later?

Yes, both organization and customer-level defaults can be updated anytime.

Q: What happens if a customer doesn't have document settings? 

If a customer doesn't have a setting, the org settings will be used instead when sharing invoices.