Who can use this feature?
- Only Admins have access to the Company Settings.
When creating a TravelPerk account, the company name is automatically used to create the first Invoice Profile, which is then set as the default.
To create a new Invoice Profile follow these steps:
- Go to Company Settings
- Click Add Invoice Profile
- Fill in the required information. The invoice period will determine how often you’ll receive invoices, and the currency selected will be the one used for generating the invoices.
- Click Create Invoice Profile and you're done!
You can also click Edit Invoice Profile to modify the details of existing Invoice Profiles.
Remember: Once you have set the currency of an Invoice profile, you won't be able to change it. You'll have to setup a new Invoice Profile.
Learn more about invoice profiles with other Help Center articles: