Relations and booking rules

Manage relations

Add suppliers and customers as relations and set how their invoices are processed.

VAT codes per relation

Invoyz remembers which VAT code or VAT rate you use per percentage for each relation, and you can change it yourself.

Booking period and credit notes per relation

Shift the booking period for a supplier or reverse amounts for certain document types, such as credit notes.

Mapping templates and rules

Mapping templates and rules give invoice lines the right general ledger account, cost centre or other category automatically.

Handle lines without a category

Give invoice lines without a category a general ledger account or cost centre, once or with a new rule.

Set up categories

Decide which categories, such as general ledger account or cost centre, are visible and required, also per option and per company, and manage their options.

A relation's IBAN

Store a relation's IBAN and account holder and decide per user who may change them.

Payment discount per relation

Deduct a supplier's payment discount automatically with an extra line per VAT rate.