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.

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.

Navigate to Settings > Invoicing (https://app.alvys.com/settings/invoicing) for subsidiary defaults.

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 a single invoice draft and merges the invoice document with any attached supporting documents (such as proof of delivery and rate confirmations) into one combined PDF before delivery. 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 subsidiary level, these settings apply as the default for all customers. Customer-level settings override the subsidiary default for that specific customer only.

To set overrides for a specific customer, open the customer or broker profile and scroll to the Invoicing Settings section.

For invoice generation workflows using these settings, see Batch Invoicing. For the Summary Invoicing workflow, see How to use Summary Invoicing.

Only Admins and Partner Admins can modify Invoicing Settings in Company Profile. This is controlled by the Company Profile Manager access level.

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.

Q: Can I set different invoicing settings for different customers?

A: Yes. Set subsidiary-wide defaults in general settings then override any setting in the individual customer profile. The customer-level setting takes precedence over the subsidiary 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.

Q: Can I customize the text or content on invoices?

A: Invoice content (logo, payment terms, header text, and custom fields) is configured in Management > Company Profile > Document Configuration. These settings apply as defaults for all invoices. Individual load-level fields (PO number, references) can be set on the load before releasing.