Align invoice settings with the invoicing integration used by your organisation. You need access to the sales configuration and should agree the settings with your finance or integration contact.
In this article you will learn how to choose the invoicing amount and VAT rounding basis.
Check the settings
- Open the Sales invoice settings in
Admin. - Choose whether the integration uses the unit price, amount excluding VAT or amount including VAT.
- Choose the VAT rounding basis: per line, per VAT rate or per invoice.
- Save the configuration and check a newly created instalment against the expected invoice calculation.
New instalments distribute cents across payment terms so their total matches the sale amount, including discounts. Commercial discounts retain the correct VAT rate after rounding.