Configure Document Settings

Control how reference information, usage details, and Child Invoices appear on your generated Invoices, both on screen and in the PDF.

Go to Config > Settings > Invoices and scroll down to the Invoice Customization section.

Document settings

These settings control how reference information and history appear on the Invoice.

• Show Page Number in PDF
  Displays page numbers in the footer of each page in the PDF version of the Invoice.
• Show PO Number
  Displays the Purchase Order (PO) Number field on the Invoice. For details, see Display the Purchase Order Number on Invoices.
• Show Customer Reference ID
  Displays the Customer Reference ID, if one has been configured for the Subscription. For details, see Display the Customer Reference ID on Invoices.
• Hide History
  Removes the billing history section from the Invoice, including past balances and previous payments.
• Page Break Between Each Child Invoice in PDF
  Inserts a page break before each Child Invoice in the PDF output when multiple Child Invoices are present.
• Hide Prepaid Usage Legend on Invoices When Zero Overage Units
  Hides the usage legend for prepaid Products when the overage usage quantity is zero.
• Display Trial Invoices as Introductory Offers
  When enabled, all trial-resulting Invoices are marked as introductory offers and include standard explanatory text about the introductory offer. This setting overrides any Plan-level introductory offer configuration.

Child Invoice settings

These settings control which Child Invoices appear and how they're labeled.

• Name on Child Invoice
  Choose whether to display the Contact Name or Organization Name on each Child Invoice.
• Show Child Invoices
  Controls which Child Invoices are included in the Parent Invoice.
  Options:
  • All Child Invoices – Display all available Child Invoices.
  • Only Child Invoices with Activity – Display only those that are active.

Related information

Child Invoices come from combining multiple Subscriptions onto one Invoice. To learn how that works, see Consolidate Subscription Groups.