Introduction

Provet Cloud offers options to round the total sum of the invoice, defined by rules you as a user can choose. Rounding can reduce friction during the payment process and can help you meet requirements for not using smaller monetary units (cents).

There's a number of settings to control the rounding behaviour. Navigate to Settings > General > Department > Department Settings to find these settings.

Rounding the Total Invoice Sum

The Rounding Setting

One option is to set up the total sum rounding that happens upon invoice finalisation.

The setting 'Enable invoice total sum rounding' controls that.

The options are:

• Disabled
• Round to nearest 0.05
• Round to nearest 0.10
• Round to nearest 0.50
• Round to nearest whole number

If, for example, you set it to 'Round to nearest 0.10' as shown on the image below, the total sum of the invoice including taxes will be rounded to the nearest 0.10 units/cents.

For example, if the total sum of the invoice is 4,74 € before finalisation, it will be 4,70 € after finalisation due to this rounding setting. In terms of math, conventional rounding is used here - so if the sum would be 4,75 €, it would then be rounded to 4,80 €.

The Rounding Item

Note that for clarity, this rounding needs to use a rounding item that you will have to designate from the next setting (seen on the image below).

When the rounding happens upon invoice finalisation, the rounding item will be added to the invoice as a separate row to clarify the rounding sum.

It's common that a separate item is created for that. The item's price should be zero, but make sure to assign the correct tax (VAT) group.

Rounding the Due Sum to Zero

The Round to Zero Setting

Sometimes, you may want to round the due sum to zero because the total is already close to it. There's a separate option to help with this.

The setting 'Enable invoice due sum rounding to zero' controls that. The options under there are again the same as listed above, but the choice actually just places a limit under which the round to zero option appears for users.

If the invoice total sum is smaller than the value listed in the setting, a green 'Round to zero' option appears below the invoice due sum as shown in the image below.

When you use that button, the invoice due sum will be set to zero and the customer does not have to pay anything. The payment type will be marked as 'Rounding'.

The Payment Method Setting

You can also select payment methods with which rounding to zero happens automatically. Use the 'Automatic invoice due sum payment methods' setting for that (seen in the image above).

When, for example, as shown in the image, the 'Cash' method is selected, rounding to zero happens automatically when the cash payment method is chosen during invoicing. If any other methods are chosen during invoicing, the invoice must be paid normally and can also take the previously described total sum rounding method into account.

See Also

Price and Tax Calculation in Provet Cloud