Configure Document Settings

Document Settings let you control how reference information, usage details, and Child Invoices appear on your generated Invoices. These settings affect both the on-screen display and the PDF version, giving you more control over formatting and segmentation.

• 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.
• Show Customer Reference ID
  Displays the Customer Reference ID, if one has been configured for the Subscription. For details, read the related article.
• 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 components when the overage usage quantity is zero.

Child Invoice Settings

• 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 include:
  • All Child Invoices – Display all available Child Invoices.
  • Only Child Invoices with Activity – Display only those that are active.