This feature allows you to control whether Purchase Requests (PRs) are automatically set to be invoiced back to your client.
⚙️ Where to Find It
Go to Settings
Select Billable Companies
Open Invoice Settings
Toggle “Invoice PO Back to Client” on or off
🔄 How It Works
When the toggle is ON:
All new Purchase Requests will default to Invoice back to client = Yes
When the toggle is OFF:
PRs will not default to being invoiced back to the client
✏️ Overriding Per Purchase Request
Even with the setting enabled, you can still update this on individual PRs:
Create or open a Purchase Request
Locate the Invoice back to client option
Change it to Yes or No as needed
💡 Why Use This?
Reduces manual steps when raising PRs
Keeps invoicing consistent across jobs
Still gives flexibility for exceptions