> For the complete documentation index, see [llms.txt](https://docs.dataloy.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dataloy.com/release-7.8/voyage-management-system/step-by-step-guides/setup/system-settings/invoicing-preferences.md). # Invoicing Preferences ## Overview In this page, you are able to completely decide both the Label and the Field (or 'Object Path') of choice, that will show up on the new Invoice Template (PDF). There are now two new sections on the PDF that gives you selectable options; **Selectable Fields Below Header** section and **Selectable Fields Below Document Lines** section (click for better view):

Selectable Fields Below Header and Selectable Fields Below Document Lines

## Labels & Object Paths In both sections, you can choose a **Label** name of your choice and then pick its corresponding **Object Path** field. E.g. Vessel (or 'Vessel Name') as Label, combined with the Object Path that leads to where the Vessel Name field is stored (= `documentLines.voyage.vessel.vesselName`). ### Selectable Fields In Selectable Fields Below Header section, can choose up to **8 pairs** of labels and object paths, while up to **4 pairs** in Selectable Fields Below Document Lines section. But it's completely up to you if you only want to display only the Label, or display only the Object Path. You can also choose the order, and on which row. {% hint style="info" %} Remember that the order of your chosen fields will reflect on the invoice PDF as well! E.g. giving values to Label 1 & Object Path 1, Label 4 & Object Path 4 and Label 7 & Object Path 7 will display accordingly on the PDF, while the other rows will show up as "whitespaces". {% endhint %} The last part, Object Path, needs to be selected in order for our API to register what field you have actually chosen to be shown on the invoice PDF. We can understand that the second part is a bit too technical for the average user, and it's not intended to remember the full path anyways, so we have added a pop-up (or modal) to help you navigate through the different fields to select from. Meanwhile, the Label field is a freetext field; you can write whatever you want, and erase with the Backspace key. Non of these fields are *required*. ### The Select Field Modal You can *open* this modal by clicking on the input field itself (which is non-editable), or click on this icon:

Select Field Icon

Both options will open up this modal:

Select Field Modal

Below the title, you can see the word `document`, which represents the root object of the modal. Meaning, you can search for anything inside the document object, or select one of the fields when scrolling up and down. You will quickly see that each sub-object will open up a new list of new objects again, e.g. `Account` will open up the possibility to choose `Account Code`, `Account Desc`, etc. You can also search on the objects within `document > account`, or scroll. Most of the valuable data is likely under `document > documentLines`. You can also *clear* the the input field by clicking on this icon:

Clear Field Icon

The icon is not visible until you have chosen a path first. ## PDF Previews The blue area to the left of each sections illustrates ca. where on the PDF these fields will be shown. You can also read more about the invoice PDF itself [here](/release-7.8/voyage-management-system/step-by-step-guides/invoices/printing-invoices.md#selectable-fields-below-the-header). ## The Invoice Template Property You can from the [General tab](/release-7.8/voyage-management-system/step-by-step-guides/setup/system-settings/general.md) now toggle between the new and the old Invoice Template (PDF). This can also be set up by Dataloy's developers internally:

The Invoice Template Property

## Invoicing Preferences in Companies Another part of VMS's new invoicing preferences settings can be found under Master Data -> Companies -> choose a company -> Invoicing Preferences: [Manage Companies](/release-7.8/voyage-management-system/step-by-step-guides/master-data/companies/manage-companies.md#invoicing-preferences-tab) (from v.7.7 and up). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.dataloy.com/release-7.8/voyage-management-system/step-by-step-guides/setup/system-settings/invoicing-preferences.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.