How to set up Direct Invoicing

Created by Lukas Christensen, Modified on Mon, 30 Oct, 2023 at 10:53 AM by Lukas Christensen

  1. First, you need to go into settings, which you will find at the top right corner.


  2. Go to customer profile.



  3. Inside the customer profile, you need to click on "other".


  4. Configurable invoicing of customers can be turned on or off if your company is listed as a broker and has multiple companies under it. If you have chosen to turn it on, it means that at the customer level, you have the option to decide whether your customers should be invoiced directly or through your company.

    Broker level:

    Customer level:

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