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Invoice to the customer or invoice to the accountant?
Invoice to the customer or invoice to the accountant?
Ryan Voerman avatar
Written by Ryan Voerman
Updated over a month ago

It is possible to specify whether the invoice for clients with an accounting subscription is sent to the client or to you as the accountant.

By default, the invoice for an accounting subscription will be sent to the accountant. You can adjust the settings so that you do not receive the invoice, and it is sent to the client instead.

Note: In the case of "Accountancy - Invoicing" packages, the invoice will always go to the accountant. This cannot be changed.

Changing the way of invoicing

To change the way of invoicing follow the steps below:

  1. Navigate to Clients in the left-hand menu of your accountancyportal;

  2. Choose the company you want to edit;

  3. On the bottom you can find the setting Billing;

  4. Choose one of the two following options;

    1. Invoice to accountant

    2. Invoice to client

  5. Click on Save to save the change.

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