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Prefill the invoicing preferences
Prefill the invoicing preferences
Duygu Demir avatar
Written by Duygu Demir
Updated over 10 months ago

You can define custom invoice preferences on the customer level.

  • Navigate to Customers.

  • Click on the customer of your choice.

  • Click on Create invoice in Tasks.

  • Click in the dropdown Invoicing preferences on Custom order grouping.


The selection you configure is used to prefill the invoice preferences (the grouping of orders) when possible.


Additionally, any modifications made to the grouping can be effortlessly saved to the customer configuration .

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