In Leadtime, the content of invoice documents - such as greeting and closing formulas - can be flexibly customized. The system follows a clearly structured three-level principle, which allows both general standards to be defined and individual requirements to be taken into account at customer or individual case level.

The basic settings are made at workspace level and apply to all invoices, reminders and cancellation documents in the entire system. However, these texts can also be adapted for individual organizations (customers) - for example, if certain customers require a different tone, language or content. In such cases, the organization setting overrides the general workspace standard.

For maximum flexibility, it is also possible to deviate from the standard at the level of an individual invoice. In this way, individual formulations can be adapted directly in the context of the respective invoice - e.g. to address a special case, an anniversary formulation or a project-related note.

This tiered architecture offers the optimal balance of efficiency through standardization and flexibility for individual communication - and thus strengthens the professionalism and customer orientation of your company.

In Leadtime, invoice content can not only be defined at workspace or organization level - it can also be customized for individual invoices. This is particularly helpful if you want to deviate from the standard texts or billing rules in a specific situation, e.g. for international customers, special conditions or individual cases.

Once you have selected an invoice in the Receivables area, you will find the "Customize" button at the top right.

Click on it to open the "Customize invoice settings" dialog .

Here you can individually define all relevant content and rules for this one invoice - without affecting other customers or projects.

These affect the behavior for overdue invoices:

The input fields for the overdraft fee and interest rates can be adjusted directly in the dialog.

The text modules are divided into thematic sections:

The following variables can be used in the greeting and closing formulas for invoices, reminders and cancelations. The variables are automatically replaced by the corresponding values.

With the individual invoice settings at individual invoice level, you can communicate professionally and flexibly in Leadtime even in special cases - without changing your overarching standards.

This keeps your processes efficient - and still personal.