ℹ️ Applies to: Admins, Partner Admins · Module: Management > Company Profile > Invoicing Settings · Last reviewed: 2025-10 · Owner: Help Center Team
Invoicing Settings control how Alvys generates, delivers, and validates invoices across your company. Global defaults are set in Company Profile and can be overridden at the individual customer level.
Overview
Invoicing Settings (also called billing settings or invoice configuration) give Admins and Partner Admins control over how invoices are generated and delivered. Company-level defaults apply to all customers unless a customer profile overrides them. Five configuration areas are available: Delivery Methods, Document Requirements, Invoice Type, AutoMerge, and the global Invoicing Settings toggle.
Where to Find It
Navigate to Management > Company Profile > Invoicing Settings for company-wide defaults. To set overrides for a specific customer, open the customer or broker profile and scroll to the Invoicing Settings section.
🖼️ Image placeholder: Screenshot of the Invoicing Settings section in Company Profile showing the five configuration areas.
Key Concepts
Delivery Methods: Controls how invoices reach the customer. Options are EDI, Email, Factoring Company, Online System, and Originals. Each method determines which integration or address Alvys uses when the invoice is sent.
Document Requirements: Specifies which documents must be present on a load before an invoice can be generated. Requirements are set separately for the Released action and the Invoiced action.
Invoice Type: Sets whether invoices are generated per load (Individual) or grouped into one periodic invoice per customer (Summary). See How to use Summary Invoicing for the full workflow when using the Summary type.
AutoMerge: Automatically consolidates all loads for a customer into one invoice draft. AutoMerge is required when the customer's Delivery Method is set to Factoring Company; it must be enabled for factoring customers to invoice correctly.
Invoicing Settings toggle: When enabled at the company level, these settings apply as the default for all customers. Customer-level settings override the company default for that specific customer only.
How to Use It
For invoice generation workflows using these settings, see Batch Invoicing. For the Summary Invoicing workflow, see How to use Summary Invoicing.
Settings & Permissions
Only Admins and Partner Admins can modify Invoicing Settings in Company Profile. This is controlled by the Company Profile Manager access level.
Limits & Behavior
Changing invoicing settings after an invoice has already been generated does not update that invoice automatically. To apply updated settings: revert the load to Released, update the settings, then regenerate the invoice.
AutoMerge must be enabled for any customer whose Delivery Method is set to Factoring Company.
FAQs
Q: Can I set different invoicing settings for different customers?
A: Yes. Set company-wide defaults in Company Profile, then override any setting in the individual customer profile. The customer-level setting takes precedence over the company default.
Q: What happens if I change document requirements after an invoice is already generated?
A: The change applies to new invoices only. For an existing load, revert it to Released, update the requirements, and regenerate the invoice.
Q: Is AutoMerge required for all customers?
A: AutoMerge is required only when the customer's Delivery Method is set to Factoring Company. For other delivery methods it is optional.
Q: Who can change Invoicing Settings?
A: Only Admins and Partner Admins can modify Invoicing Settings in Company Profile.