> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Invoicing

This article demonstrates how you can set up your invoicing template and generate invoices.


###### Article Content

1. [How to set up invoices (video recording)](#6-how-to-set-up-invoices-video-recording)
2. [Step-by-step guide on how to do it in PuppetVendors](#6-step-by-step-guide-on-how-to-do-it-in-puppetvendors) 
3. [Sample invoice](#6-sample-invoice)


###### How to set up invoices (video recording) 

${frame}[Invoice Settings and Generating an Invoice](https://www.loom.com/embed/b2ac09794fbe4904967fa8ed4536e9ac)

###### Step-by-step guide on how to do it in PuppetVendors

1. Go to Settings
2. Then Documents
3. Next, go to Invoices
![Invoices](https://storage.crisp.chat/users/helpdesk/website/-/c/f/9/b/cf9b185a0b087000/inv1_pk15kh.jpg)
4. This page will appear.  This shows us the details for the invoices:
![Invoice Settings](https://storage.crisp.chat/users/helpdesk/website/-/c/f/9/b/cf9b185a0b087000/inv2_dozzna.jpg)


1. **Can Vendors Generate Invoices** - you can allow or not allow your vendors to generate invoices on their vendor portal
2. **Request Permission to Auto-Generate Invoices&#32;**- once you allow your vendors to generate invoices, you can request permission from your vendors to auto-generate invoices for compliance purposes
3. **Pop-up sample field** - This is where you add your message (optional) for your request
4. **Can Vendors Generate Customer Invoices** - option for vendors to generate customer invoices
5. **Customer Invoice Title** - to customize invoice title
6. **Bill Invoice To?&#32;**- you can choose if the invoices should be billed to the merchant or to the vendor
7. **Amount Used** - the amount in the invoice can be based from the net sales, commissions or the payout
8. **Document Title** - field to add your document title, in this sample, we used '**Invoices**'
![More invoice settings](https://storage.crisp.chat/users/helpdesk/website/-/c/f/9/b/cf9b185a0b087000/inv3_prep4m.jpg)
9. **Invoice Address -&#32;**enter your invoice address here if it is different from your business address
10. **Show Commissions -&#32;**you can choose whether to show or hide commissions
11. **Commission Label -&#32;**you can customize your commissions label here
![Save your invoice settings](https://storage.crisp.chat/users/helpdesk/website/-/c/f/9/b/cf9b185a0b087000/inv4_ejq96m.jpg)
12. **Always show Tax/VAT?** - option to show or hide taxes
13. **Tax/VAT inclusive?** - will the amount be inclusive of taxes or not
14. **Only show tax/VAT when vendor info is available** - option to show taxes only when vendor information is available
15. **Tax/VAT label** - customize your tax labels here
16. **Tax/VAT ID** - enter your tax/VAT ID here
17. **Tax/VAT rate (%)** - add your tax rates here
18. **Footer Information** - add more information at the invoice footer
19. **Save&#32;**button - to save your preferences


###### Sample Invoice

This is how your invoice will look like:
![Sample invoice](https://storage.crisp.chat/users/helpdesk/website/-/c/f/9/b/cf9b185a0b087000/sample-invoice_3lhg3p.jpg)**Note that the logo appears in the invoice if you have the white-label feature on.
